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Point Loma Estate Planning Law

Can I designate a trustee for only digital assets in the trust?

June 7, 2025 by admin

The question of whether you can designate a trustee specifically for digital assets within a trust is becoming increasingly relevant …

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Can I disallow assets from being transferred into offshore accounts?

June 7, 2025 by admin

The question of preventing asset transfers to offshore accounts is a common concern for individuals seeking to protect their estate …

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Can I schedule automatic reviews of tax efficiency within the trust?

June 7, 2025 by admin

Estate planning isn’t a “set it and forget it” endeavor, particularly when it comes to trusts and their ongoing tax …

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Can I require trustee approval before asset liquidation?

June 7, 2025 by admin

As an estate planning attorney in San Diego, I often field questions about the powers and limitations of trustees, and …

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Can a trust distribute assets in stages?

June 7, 2025 by admin

Yes, a trust can absolutely distribute assets in stages, and in fact, staged or phased distributions are a very common …

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Can the trust be used to form a shared family investment pool?

May 11, 2025 by admin

The question of whether a trust can be used to form a shared family investment pool is a common one, …

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Can the trust be structured to pause funding based on behavioral issues?

May 11, 2025 by admin

The question of whether a trust can be structured to pause funding based on behavioral issues is a complex one, …

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Can the trust be required to prioritize financial aid eligibility?

May 11, 2025 by admin

Navigating the complexities of financial aid while maintaining asset protection through a trust is a common concern for families, particularly …

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Can the trust be designed to shift income based on changing needs?

May 11, 2025 by admin

The question of whether a trust can be designed to shift income based on changing needs is a central one …

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Can the Trust Assist with Neighborhood Integration Resources?

May 11, 2025 by admin

The question of whether a trust can directly assist with neighborhood integration resources isn’t straightforward. Trusts, by their nature, are …

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Recent Posts

  • Can I plan for simultaneous death scenarios?
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