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Point Loma Estate Planning Law

Can I define different roles for trustees and investment advisors?

May 9, 2025 by admin

The question of defining distinct roles between trustees and investment advisors is central to effective trust administration, particularly in complex …

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Can I create terms that support foster children or adopted relatives?

May 9, 2025 by admin

The question of incorporating provisions for foster children or adopted relatives within a trust is increasingly common, and thankfully, absolutely …

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Can I create rules for using inherited vehicles?

May 9, 2025 by admin

The question of establishing rules for the use of vehicles inherited through a trust is a remarkably common one, particularly …

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Can I create restrictions based on the marital status of beneficiaries?

May 9, 2025 by admin

The question of restricting distributions to beneficiaries based on their marital status within a trust is a surprisingly common one …

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Can I create multiple irrevocable trusts?

May 9, 2025 by admin

The question of whether you can establish multiple irrevocable trusts is a common one for individuals engaging in estate planning, …

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Can I create income streams for each beneficiary through my plan?

May 9, 2025 by admin

The question of establishing income streams for each beneficiary within a trust plan is central to effective estate planning, and …

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