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Point Loma Estate Planning Law

Can I create a co-trustee model with rotating leadership?

May 9, 2025 by admin

The concept of co-trusteeship, where multiple individuals share the responsibility of managing a trust, is a common and often beneficial …

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Can I create a bypass trust to maintain long-term family property ownership?

May 9, 2025 by admin

The question of preserving family property for generations is a common concern, especially in a state like California with its …

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Can I convert an existing irrevocable trust into a CRT?

May 9, 2025 by admin

The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …

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Can I condition inheritance on living within a specific area?

May 9, 2025 by admin

The question of whether you can condition an inheritance on a beneficiary residing in a specific geographic location is a …

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Can I choose how the trust income is distributed—monthly or quarterly?

May 9, 2025 by admin

The flexibility in distributing trust income—whether monthly, quarterly, annually, or even upon specific events—is a common question for clients of …

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Can I change the income beneficiary after the trust is established?

May 9, 2025 by admin

The question of whether you can change the income beneficiary of a trust after it’s been established is a common …

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Categories

  • Escondido Probate
  • Point Loma Estate Planning Law
  • San Diego County
  • Temecula Estate Law

Recent Posts

  • Can I define different roles for trustees and investment advisors?
  • Can I create trust subaccounts for each child with different terms?
  • Can I create subcommittees for technology, philanthropy, and governance?

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