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Point Loma Estate Planning Law

Can I use digital tokens to track beneficiary interactions with trust documents?

June 2, 2025 by admin

The question of leveraging digital tokens—think blockchain-based assets—to monitor beneficiary access and interaction with trust documents is gaining traction as …

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Can the CRT support legacy documentation programs like oral histories?

June 2, 2025 by admin

Community Resource Trusts (CRTs) can absolutely support legacy documentation programs like oral histories, offering a unique and increasingly vital role …

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Can I require beneficiary attendance at estate literacy workshops?

June 2, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter clients who, while diligent in creating their estate plans, …

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Can I delay distribution of my estate until a certain tax condition is met?

June 2, 2025 by admin

The question of timing estate distributions to coincide with favorable tax conditions is a common one, and the answer, thankfully, …

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Can I plan for changes in banking regulations that affect asset transfers?

June 2, 2025 by admin

The landscape of banking and financial regulations is constantly shifting, and these changes can significantly impact how assets are transferred, …

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Can a trust pay for gift cards or prepaid debit cards?

May 9, 2025 by admin

The question of whether a trust can pay for gift cards or prepaid debit cards is surprisingly complex, extending beyond …

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Can a trust pay for adaptive art tools for motor challenges?

May 9, 2025 by admin

The question of whether a trust can pay for adaptive art tools for individuals with motor challenges is a common …

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Can a Trust Own Copyrights?

May 9, 2025 by admin

The question of whether a trust can own copyrights is a surprisingly common one, particularly for individuals and families with …

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Can a Trust Operate a Business?

May 9, 2025 by admin

The question of whether a trust can operate a business is a common one for Ted Cook, a trust attorney …

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Can a trust maintain a scholarship fund?

May 9, 2025 by admin

The establishment of a scholarship fund through a trust is a remarkably effective and increasingly popular method for philanthropic individuals …

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