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Point Loma Estate Planning Law

Can a special needs trust subsidize caregiver meals during long shifts?

June 4, 2025 by admin

Navigating the complexities of special needs trusts often brings up nuanced questions about permissible expenses, and the seemingly simple query …

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Can a trust distribute personal belongings?

June 4, 2025 by admin

Yes, a trust can absolutely distribute personal belongings, but it requires careful planning and specific language within the trust document …

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Can I tie distributions to volunteer work or service?

June 4, 2025 by admin

The question of whether you can tie distributions from a trust to volunteer work or service is a fascinating one, …

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Can I use a charitable remainder trust to support a cause I care about?

June 4, 2025 by admin

A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their favorite charities while …

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Can the trust fund continuing education for retirees?

June 4, 2025 by admin

The question of whether a trust fund can cover continuing education expenses for retirees is a common one, and the …

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Can I make my revocable trust effective only upon incapacity?

May 10, 2025 by admin

The question of whether a revocable trust can be designed to become effective only upon the grantor’s incapacity is a …

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Can I make eco-certification a condition for using trust resources?

May 10, 2025 by admin

The question of incorporating environmental considerations, specifically eco-certification requirements, into the administration of a trust is increasingly relevant as beneficiaries …

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Can I make charitable giving part of the trust’s mission?

May 10, 2025 by admin

The question of incorporating charitable giving into a trust’s mission is a remarkably common one, and the answer, thankfully, is …

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Can I make access to trust funds conditional on annual medical exams?

May 10, 2025 by admin

The idea of linking trust fund distributions to annual medical exams is gaining traction as families increasingly prioritize the well-being …

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Can I make a trust donation to charity?

May 10, 2025 by admin

The question of charitable giving through a trust is a common one for individuals seeking to balance estate planning with …

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