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Point Loma Estate Planning Law

Can I provide for multilingual trust documentation access?

May 10, 2025 by admin

The question of providing multilingual access to trust documentation is becoming increasingly pertinent as San Diego, and California as a …

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Can I provide additional funds for beneficiaries who adopt or foster children?

May 10, 2025 by admin

The question of supplementing trust distributions to beneficiaries who embark on the rewarding, yet financially demanding, path of adoption or …

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Can I protect against estate taxes in both my state and federally?

May 10, 2025 by admin

Estate planning is often approached with the goal of simply distributing assets after one’s passing, but a crucial component frequently …

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Can I prohibit use of funds for plastic surgery or cosmetic procedures?

May 10, 2025 by admin

The question of restricting how beneficiaries use trust funds, specifically to prevent things like plastic surgery or cosmetic procedures, is …

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Can I prohibit the trust from investing in certain industries?

May 10, 2025 by admin

As a San Diego trust attorney like Ted Cook understands, the power to direct a trust’s investments is a core …

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Can I prohibit payment of private tuition or elite schooling with trust funds?

May 10, 2025 by admin

The question of whether a grantor can prohibit the use of trust funds for specific expenses, such as private tuition …

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Recent Posts

  • Can I require approval from an ethics board for high-risk investments?
  • Can I require annual reviews of the trust?
  • Can I require annual beneficiary meetings as a condition for distributions?

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