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Point Loma Estate Planning Law

Can I prohibit funding from being used toward private jets or luxury goods?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients who wish to exert control over how their …

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Can I prohibit beneficiaries from selling inherited property?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I often receive questions from clients concerned about preserving family legacies, and …

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Can a bypass trust include financial literacy requirements before disbursement?

June 6, 2025 by admin

The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …

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Can a special needs trust assist with social integration programs?

June 6, 2025 by admin

Navigating the world with special needs often requires more than just financial security; it necessitates access to programs that foster …

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Can the trust cover the cost of medical alert systems?

June 6, 2025 by admin

As we navigate the complexities of aging and healthcare, many families are seeking ways to ensure their loved ones’ safety …

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Can I use an irrevocable trust to fund education expenses?

May 10, 2025 by admin

The question of whether an irrevocable trust can be used to fund education expenses is a common one for families …

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Can I use a trust to pay for long-term care insurance?

May 10, 2025 by admin

The question of utilizing a trust to cover long-term care insurance premiums is a frequently asked one, particularly among individuals …

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Can I use a trust to fund diversity, equity, and inclusion initiatives?

May 10, 2025 by admin

The question of utilizing a trust to fund Diversity, Equity, and Inclusion (DEI) initiatives is increasingly common as individuals and …

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Can I use a testamentary trust to transfer agricultural property?

May 10, 2025 by admin

The question of utilizing a testamentary trust for transferring agricultural property is a common one, especially among landowners in regions …

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Can I use a testamentary trust to protect assets from creditors?

May 10, 2025 by admin

The question of whether a testamentary trust can shield assets from creditors is a complex one, deeply rooted in estate …

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