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Point Loma Estate Planning Law
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Top Estate Planning Lawyer In San Diego.
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Can testamentary trusts be structured to support both individuals and organizations?
Testamentary trusts, established within a will and taking effect upon death, are remarkably versatile estate planning tools, extending beyond simply …
Can I place educational limits on trust withdrawals?
As a San Diego estate planning attorney, I often encounter parents and grandparents eager to ensure their beneficiaries receive funds …
Can I direct that trust assets not be sold under any circumstances?
As an estate planning attorney in San Diego, I frequently encounter clients with strong feelings about preserving family heirlooms or …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and their use to benefit a nonprofit media outlet, while permissible, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will and taking effect after death, shoulder significant legal and ethical responsibilities, …
Can I require financial counseling for beneficiaries before distribution?
The question of whether you can require financial counseling for beneficiaries before trust distributions is a surprisingly common one for …