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Point Loma Estate Planning Law

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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Can I link trust disbursements to cost-of-living indexes?

May 10, 2025 by admin

The question of linking trust disbursements to cost-of-living indexes, like the Consumer Price Index (CPI), is increasingly common as individuals …

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