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Point Loma Estate Planning Law

Can I add privacy provisions restricting public knowledge of my estate?

May 9, 2025 by admin

The question of maintaining privacy surrounding one’s estate plan is becoming increasingly common, especially in an age of readily available …

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Can I add clauses requiring trustees to prioritize debt repayment first?

May 9, 2025 by admin

The question of whether you can add clauses requiring trustees to prioritize debt repayment first within a trust document is …

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Can I add a trust protector to oversee the bypass trust?

May 9, 2025 by admin

The question of whether to appoint a trust protector to oversee a bypass trust – also known as a credit …

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Can I add a clause allowing financial penalties for misuse of distributions?

May 9, 2025 by admin

The question of incorporating financial penalties for misuse of trust distributions is a common one for Ted Cook, a Trust …

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Can estate planning reduce the risk of conservatorship?

May 9, 2025 by admin

The prospect of losing control over one’s financial and personal affairs is a significant fear for many, and conservatorship—a legal …

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Can estate planning include ownership transition of family vehicles?

May 9, 2025 by admin

Estate planning is often perceived as solely concerning real estate, financial accounts, and significant assets. However, a complete estate plan …

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Recent Posts

  • Can I assign reputation audits as a prerequisite for trust roles?

  • Can I assign performance benchmarks for trust-owned businesses?

  • Can I assign liquidation triggers based on geopolitical events?

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