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Point Loma Estate Planning Law

Can I use an incentive trust for environmental contributions?

June 4, 2025 by admin

Incentive trusts, while traditionally employed to encourage positive behaviors like finishing education or maintaining sobriety, are increasingly being adapted for …

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Can I direct funds toward grief support during trust transitions?

June 4, 2025 by admin

The emotional toll of losing a loved one is immense, and navigating the legal and financial complexities of a trust …

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Can I require annual tax return submission by beneficiaries?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter questions about the responsibilities of both trustees and beneficiaries, …

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Can I structure estate distributions to encourage savings?

June 4, 2025 by admin

Absolutely, structuring estate distributions to encourage savings is a powerful way to extend the benefits of your wealth beyond your …

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Can I name a backup beneficiary in a testamentary trust?

June 4, 2025 by admin

Testamentary trusts, created within a will, offer a powerful way to manage assets after your passing, but the question of …

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Can I limit trustee tenure through built-in expiration dates?

May 10, 2025 by admin

The question of limiting a trustee’s tenure is a surprisingly common one for individuals establishing trusts, and Ted Cook, a …

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Can I limit trust distributions during economic recessions?

May 10, 2025 by admin

The question of whether you can limit trust distributions during economic recessions is a common one for trust creators, and …

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Can I limit the trust’s duration to a specific number of years?

May 10, 2025 by admin

The question of whether a trust can be limited to a specific duration is a common one for those considering …

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Can I limit professional athletes from using the trust for training?

May 10, 2025 by admin

Establishing a trust for a professional athlete presents unique considerations, particularly regarding the use of trust assets for training and …

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Can I limit inheritance for financially irresponsible heirs?

May 10, 2025 by admin

The question of whether you can limit inheritance for financially irresponsible heirs is a common one for Ted Cook, a …

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