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Can I include business assets in a bypass trust?

June 2, 2025 by admin

Navigating the complexities of estate planning, particularly when business assets are involved, requires careful consideration and expert guidance; a bypass …

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Can a bypass trust be terminated by court petition if obsolete?

June 2, 2025 by admin

The question of whether a bypass trust can be terminated via court petition when it’s become obsolete is complex, hinging …

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Can I assign ranked voting rights to family board members?

June 2, 2025 by admin

The question of assigning ranked voting rights to family board members within the context of estate planning and family governance …

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Can the trust cover micro-adaptive technologies?

June 2, 2025 by admin

The question of whether a trust can cover micro-adaptive technologies, such as advanced prosthetics, brain-computer interfaces, or even future gene …

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Can I restrict investment in fossil fuels through the trust?

June 2, 2025 by admin

As a San Diego estate planning attorney, I frequently encounter clients who wish to align their financial holdings with their …

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Can I allocate separate funds for emergencies within the trust?

May 10, 2025 by admin

Establishing a trust is a powerful tool for estate planning, offering control over assets and a streamlined transfer to beneficiaries. …

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Can I allocate funds for eco-friendly burial arrangements?

May 10, 2025 by admin

The growing awareness of environmental impact extends even to end-of-life considerations. Increasingly, individuals are seeking “green” or eco-friendly burial options …

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Can I allocate digital asset royalties to specific heirs?

May 10, 2025 by admin

The question of allocating digital asset royalties to specific heirs is rapidly becoming more relevant as our lives increasingly exist …

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Can I allocate a portion of the trust to social impact investing?

May 10, 2025 by admin

The question of incorporating social impact investing within a trust is becoming increasingly prevalent as beneficiaries and grantors alike seek …

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Can I add provisions for stock option transfers upon death?

May 10, 2025 by admin

Estate planning isn’t simply about distributing assets like real estate or bank accounts; it increasingly encompasses more complex holdings like …

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