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Point Loma Estate Planning Law

Can the trust be used to create documentary or archive projects?

June 1, 2025 by admin

Absolutely, a trust can be a powerful tool for funding and managing documentary or archive projects, offering a structured way …

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Can the trust make periodic lump-sum purchases?

June 1, 2025 by admin

Absolutely, a trust can be structured to make periodic lump-sum purchases, offering significant flexibility in estate planning and asset distribution; …

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Can I give my executor access to password management tools?

June 1, 2025 by admin

The question of granting your executor access to password management tools is increasingly relevant in our digital age, where so …

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Can a charitable remainder trust reduce my taxable estate?

June 1, 2025 by admin

A charitable remainder trust (CRT) is a powerful estate planning tool that can indeed reduce your taxable estate, while also …

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What is a spendthrift clause?

June 1, 2025 by admin

A spendthrift clause is a provision within a trust designed to protect a beneficiary’s interest from creditors and, crucially, from …

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Can a testamentary trust operate across tribal or indigenous jurisdictions?

May 9, 2025 by admin

The question of whether a testamentary trust can effectively operate across tribal or indigenous jurisdictions is complex, demanding a nuanced …

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Can a testamentary trust limit the amount of distributions over time?

May 9, 2025 by admin

Testamentary trusts, created within a will and taking effect after death, are powerful estate planning tools offering flexibility in how …

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Can a testamentary trust include staggered release clauses based on multiple life events?

May 9, 2025 by admin

The question of whether a testamentary trust can incorporate staggered release clauses tied to multiple life events is a common …

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Can a testamentary trust include ethical or moral guidelines?

May 9, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, are powerful tools for managing and distributing assets. While …

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Can a testamentary trust hold seasonal income-producing property?

May 9, 2025 by admin

The question of whether a testamentary trust can hold seasonal income-producing property is a common one for Ted Cook, a …

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