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Point Loma Estate Planning Law

Can I restrict distributions to beneficiaries with poor money management?

June 7, 2025 by admin

The question of whether you can restrict distributions to beneficiaries with poor money management is a common concern for estate …

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Can I add privacy provisions restricting public knowledge of my estate?

June 7, 2025 by admin

Estate planning is often viewed as a practical matter of asset distribution, but many clients, particularly those with high-net-worth or …

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What is the role of a probate court in enforcing testamentary trusts?

June 7, 2025 by admin

Testamentary trusts, created within a last will and testament, offer a powerful way to manage assets after someone passes away, …

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Can I prohibit monetization of family name or legacy?

June 7, 2025 by admin

The question of whether one can legally prohibit the monetization of a family name or legacy is increasingly relevant in …

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Can a special needs trust cover speech-to-text technology subscriptions?

June 7, 2025 by admin

The question of whether a special needs trust (SNT) can cover speech-to-text technology subscriptions is a common one, and the …

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Can the trust prioritize income generation over asset growth?

May 11, 2025 by admin

The question of whether a trust can prioritize income generation over asset growth is central to effective estate planning, especially …

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Can the Trust Pay for Therapeutic Dance or Movement Classes?

May 11, 2025 by admin

Navigating the intricacies of trust administration often involves questions about permissible expenses. While trusts are designed to benefit beneficiaries, determining …

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Can the trust pay for relocation expenses to care for an elderly parent?

May 11, 2025 by admin

The question of whether a trust can cover relocation expenses for an elderly parent is surprisingly common, particularly as families …

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Can the trust pay for insurance premiums on my behalf?

May 11, 2025 by admin

The question of whether a trust can pay for insurance premiums is a common one for individuals establishing or managing …

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Can the trust pay for event access fees, such as disability expos?

May 11, 2025 by admin

Navigating the financial aspects of a trust, particularly regarding expenses like event access fees—specifically those related to disability expos or …

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Recent Posts

  • Can I define family voting thresholds for major trust changes?
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