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Point Loma Estate Planning Law

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 a trustee be instructed to work with specific financial tech platforms?

May 9, 2025 by admin

The question of whether a trustee can be instructed to work with specific financial tech platforms is multifaceted, hinging on …

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Can a trust withhold distributions for beneficiaries who declare bankruptcy?

May 9, 2025 by admin

The question of whether a trust can withhold distributions to a beneficiary who declares bankruptcy is complex, hinging on the …

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Can a trust support training in accessibility rights and laws?

May 9, 2025 by admin

The question of whether a trust can support training in accessibility rights and laws is multifaceted, revolving around the trust’s …

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Can a trust support installation of visual alerting systems at home?

May 9, 2025 by admin

The question of whether a trust can support the installation of visual alerting systems at home, such as those for …

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Can a trust support attendance at policy advocacy meetings or forums?

May 9, 2025 by admin

The question of whether a trust can support attendance at policy advocacy meetings or forums is complex, requiring careful consideration …

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Recent Posts

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