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Point Loma Estate Planning Law

How do I prove incapacity to activate a successor trustee?

June 3, 2025 by admin

Determining and proving incapacity to activate a successor trustee is a crucial, yet often sensitive, process in estate planning. It’s …

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Can a charitable remainder trust hold rental income property?

June 3, 2025 by admin

Yes, a charitable remainder trust (CRT) can indeed hold rental income property, offering a unique strategy for both income generation …

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Can I allow pooled charitable donations to be made from multiple family bypass trusts?

June 3, 2025 by admin

The question of whether pooled charitable donations can be made from multiple family bypass trusts is a complex one, hinging …

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Can I embed cultural heritage preservation tasks into inheritance structure?

June 3, 2025 by admin

The question of weaving cultural heritage preservation into the fabric of an inheritance structure is increasingly relevant as families seek …

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Can the CRT hold agricultural land in trust for stewardship before sale?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their application to agricultural land, particularly with a stewardship component …

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Can I direct how my debts are paid from my estate?

May 9, 2025 by admin

The question of directing how debts are paid from one’s estate is a common one for individuals engaging in estate …

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Can I direct a trust to fund new family-owned ventures after review?

May 9, 2025 by admin

The question of directing a trust to fund new family-owned ventures after review is a common one for Ted Cook, …

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Can I designate that certain assets bypass the trust altogether?

May 9, 2025 by admin

The question of whether assets can bypass a trust is a common one for Ted Cook, a Trust Attorney in …

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Can I designate ongoing legal counsel for the trustee?

May 9, 2025 by admin

The question of designating ongoing legal counsel for a trustee is a remarkably practical one, often overlooked in the initial …

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Can I designate different income rates based on the cost of living?

May 9, 2025 by admin

The question of whether you can designate different income rates within a trust based on the cost of living is …

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