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Point Loma Estate Planning Law

Can a charitable remainder trust be used in international estate planning?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a powerful tool for estate planning, but their application in international contexts requires careful consideration …

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Can I allow virtual meetings for trustee decisions?

June 6, 2025 by admin

The question of whether trustees can legitimately conduct meetings and make decisions virtually has become increasingly pertinent, especially in the …

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Can I direct unused trust assets toward environmental causes after the final distribution?

June 6, 2025 by admin

The question of directing unused trust assets toward environmental causes after final distribution is a common one, particularly as philanthropic …

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Can I limit disbursements during times of political unrest or instability?

June 6, 2025 by admin

Navigating estate and trust distributions during periods of significant political upheaval or instability presents unique challenges for both trustees and …

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Can I plan for burial in a specific cemetery or method?

June 6, 2025 by admin

Absolutely, pre-planning your burial, including the cemetery and method, is a crucial part of comprehensive estate planning, and Ted Cook, …

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Can I set a trust expiration date based on external events?

May 10, 2025 by admin

The concept of tying a trust’s termination to external events is a surprisingly common inquiry for estate planning attorneys like …

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Can I set a limit on how much a beneficiary can withdraw annually?

May 10, 2025 by admin

The question of limiting annual beneficiary withdrawals from a trust is a common one for Ted Cook, a trust attorney …

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Can I Sell Property Held in the Trust?

May 10, 2025 by admin

The question of selling property held within a trust is a common one for beneficiaries and trustees alike, and the …

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Can I Reward Heirs Who Participate in Restorative Family History Efforts?

May 10, 2025 by admin

The desire to incentivize heirs to engage in restorative family history work is increasingly common, especially as families grapple with …

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Can I revoke a previously signed will?

May 10, 2025 by admin

The question of whether you can revoke a previously signed will is a common one for individuals engaging in estate …

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