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Point Loma Estate Planning Law

Can I include intellectual legacy materials such as manuscripts?

June 6, 2025 by admin

Absolutely, including intellectual legacy materials like manuscripts, writings, musical compositions, or even detailed family recipes within an estate plan is …

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Can a trust offer temporary stipends during life transitions?

June 6, 2025 by admin

Yes, a trust can absolutely be structured to offer temporary stipends during significant life transitions, providing a flexible and controlled …

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Can a no-contest clause prevent a beneficiary from challenging my will?

June 6, 2025 by admin

No-contest clauses, also known as “in terrorem” clauses, are provisions within a will or trust that attempt to discourage beneficiaries …

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Can the trust pay for background checks for personal aides?

June 6, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter questions regarding the permissible uses of trust funds, and …

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Can the trust limit housing payments to primary residences only?

June 6, 2025 by admin

The ability of a trust to limit housing payments to primary residences only is a common and strategically sound estate …

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Can I set requirements for higher education before distribution?

May 10, 2025 by admin

As a San Diego trust attorney, Ted Cook frequently encounters clients eager to secure their children’s or grandchildren’s futures, often …

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Can I set lifetime earning limits for certain classes of distributions?

May 10, 2025 by admin

The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …

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Can I set decarbonization targets for family-owned businesses funded by the trust?

May 10, 2025 by admin

As a trustee overseeing family-owned businesses funded by a trust, the question of setting decarbonization targets is increasingly relevant and …

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Can I set aside funds in my estate for family legal expenses?

May 10, 2025 by admin

Planning for the future often extends beyond simply distributing assets; it includes anticipating potential challenges that loved ones might face …

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Can I set a rule that discourages portfolio turnover within the trust?

May 10, 2025 by admin

The question of discouraging portfolio turnover within a trust is a common one for Ted Cook, a Trust Attorney in …

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