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Point Loma Estate Planning Law

Can the trust include succession planning for key business assets?

June 4, 2025 by admin

Absolutely, a well-crafted trust can, and often *should*, include comprehensive succession planning for key business assets, ensuring a smooth transition …

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Can a bypass trust distribute assets to adopted children?

June 4, 2025 by admin

The question of whether a bypass trust can distribute assets to adopted children is a complex one, heavily reliant on …

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Can the trust hold hedge funds or alternative investments?

June 4, 2025 by admin

Yes, a trust can absolutely hold hedge funds or alternative investments, but it requires careful planning and consideration due to …

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Can I require that the trust fund health tracking devices for dependents?

June 4, 2025 by admin

The question of incorporating health tracking device requirements into a trust fund for dependents is a complex one, navigating legal …

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Can I require that trust-funded tech be set up with privacy settings enabled?

June 4, 2025 by admin

The increasing reliance on technology necessitates careful consideration of digital assets within estate planning, and yes, you can and should …

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Can I include educational stipends in a testamentary trust?

May 10, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, are powerful tools for managing and distributing assets to …

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Can I include digital tools to track estate assets and distributions?

May 10, 2025 by admin

The modern landscape of estate planning, particularly for those in San Diego working with a trust attorney like Ted Cook, …

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Can I include confidentiality clauses for beneficiaries of the trust?

May 10, 2025 by admin

The question of including confidentiality clauses for beneficiaries within a trust is a frequent one for Ted Cook, a Trust …

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Can I include charitable donations in my trust?

May 10, 2025 by admin

The question of incorporating charitable donations into a trust is a common one, and the answer is a resounding yes. …

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Can I include asset protection clauses in a testamentary trust?

May 10, 2025 by admin

The question of incorporating asset protection clauses within a testamentary trust – a trust created through a will – is …

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