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Point Loma Estate Planning Law

Can I sell my business into my trust?

May 30, 2025 by admin

The question of transferring ownership of a business into a trust is a common one for entrepreneurs and business owners …

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Can the bypass trust purchase a home for the surviving spouse?

May 30, 2025 by admin

The question of whether a bypass trust can purchase a home for the surviving spouse is a common one in …

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Can I change the terms of a testamentary trust after creating it?

May 30, 2025 by admin

A testamentary trust, established through a will, is a powerful tool for managing assets after your passing, but its flexibility …

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Can a special needs trust include mentorship program participation fees?

May 30, 2025 by admin

Special needs trusts (SNTs) are vital tools for safeguarding the financial future of individuals with disabilities without jeopardizing their eligibility …

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Can I structure distributions using inflation-adjusted formulas?

May 30, 2025 by admin

Yes, absolutely, structuring distributions using inflation-adjusted formulas is a powerful estate planning technique, particularly for long-term trusts designed to benefit …

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Can a bypass trust mandate the creation of legacy projects?

May 8, 2025 by admin

The question of whether a bypass trust can mandate the creation of legacy projects is a complex one, deeply rooted …

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Can a bypass trust limit access based on criminal history?

May 8, 2025 by admin

The question of whether a bypass trust can limit access based on a beneficiary’s criminal history is a complex one, …

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Can a bypass trust include instructions for succession of art or cultural artifacts?

May 8, 2025 by admin

The question of whether a bypass trust – a powerful estate planning tool designed to minimize estate taxes while providing …

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Can a bypass trust include digital watermarking of trust documents?

May 8, 2025 by admin

The question of incorporating digital watermarking into trust documents, particularly within the framework of a bypass trust, is gaining traction …

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Can a bypass trust include accessibility accommodations for heirs with disabilities?

May 8, 2025 by admin

The question of whether a bypass trust can include accessibility accommodations for heirs with disabilities is a crucial one, demonstrating …

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Recent Posts

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