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Point Loma Estate Planning Law

Can I create rotating trustee roles with shared fiduciary duties?

May 9, 2025 by admin

The concept of rotating trustee roles, while not explicitly forbidden, is complex and requires careful consideration under California law. It’s …

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Can I create provisions for funding care for family pets?

May 9, 2025 by admin

The question of providing for beloved companion animals within estate planning is increasingly common, reflecting the deepening bond between humans …

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Can I create multiple CRTs for different beneficiaries?

May 9, 2025 by admin

The question of whether you can establish multiple Charitable Remainder Trusts (CRTs) with differing beneficiaries is a common one for …

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Can I create impact milestones that trigger release of funds?

May 9, 2025 by admin

The question of structuring trust distributions based on achieving specific milestones, often termed “impact milestones,” is increasingly common, especially among …

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Can I create conditional clauses based on global events?

May 9, 2025 by admin

The question of incorporating global events into trust provisions—specifically, creating conditional clauses triggered by such events—is becoming increasingly common for …

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Can I create an ethical will alongside my legal estate plan?

May 9, 2025 by admin

The creation of an ethical will, also known as a legacy letter, is a deeply personal and increasingly popular addition …

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