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Point Loma Estate Planning Law

How do I explain the trust’s purpose to family members?

June 3, 2025 by admin

Communicating the purpose of a trust to family members can be a delicate process, often fraught with misunderstandings and emotional …

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Can I specify how trust-owned property is to be maintained?

June 3, 2025 by admin

As a San Diego estate planning attorney, I often encounter clients wanting to ensure their assets are not only passed …

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Can the CRT be designed for phased income beneficiary transitions?

June 3, 2025 by admin

Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income transitions for beneficiaries, offering a flexible …

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Can I set aside part of the trust for an emergency pandemic response?

June 3, 2025 by admin

The question of allocating trust funds for unforeseen emergencies, such as a pandemic, is increasingly relevant in today’s world, and …

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Can I establish rules for sustainability ratings of trust investments?

June 3, 2025 by admin

As a fiduciary, and particularly when managing trust investments, the question of incorporating Environmental, Social, and Governance (ESG) factors, and …

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Can I include a clause that the charity must meet diversity benchmarks?

May 10, 2025 by admin

The question of incorporating diversity benchmarks into charitable trust provisions is increasingly prevalent as grantors seek to align their philanthropic …

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Can I include a clause allowing the trustee to withhold distributions?

May 10, 2025 by admin

The question of granting a trustee discretion to withhold distributions from a trust is a common one, and absolutely, a …

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Can I incentivize entrepreneurship among younger generations?

May 10, 2025 by admin

The question of fostering entrepreneurial spirit in younger generations is critical for sustained economic growth and innovation. Many factors contribute …

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Can I Implement a Trust Blackout Period During Family Litigation?

May 10, 2025 by admin

Navigating family disputes is challenging enough, but when those disputes involve trusts – and the assets held within them – …

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Can I Give Trustees Flexibility to Delay Distributions During Recessions?

May 10, 2025 by admin

The question of granting trustees discretion to adjust distributions during economic downturns, like recessions, is a frequently asked one by …

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