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Point Loma Estate Planning Law

What are the tax implications of an irrevocable trust?

June 4, 2025 by admin

Irrevocable trusts, while powerful estate planning tools, carry a complex web of tax implications that require careful consideration. These trusts, …

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Can I include instructions for funeral and burial in the trust?

June 4, 2025 by admin

Yes, you absolutely can include instructions for your funeral and burial arrangements within a trust, and it’s a remarkably effective …

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Can the trust create a fund specifically for environmental justice initiatives?

June 4, 2025 by admin

Absolutely, a trust can be meticulously crafted to establish a dedicated fund for environmental justice initiatives, reflecting the grantor’s philanthropic …

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Can testamentary trust documents include version control history?

June 4, 2025 by admin

The question of whether testamentary trust documents can, and should, include version control history is becoming increasingly relevant in modern …

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Can the trust pay for digital memory-keeping services?

June 4, 2025 by admin

The question of whether a trust can pay for digital memory-keeping services is increasingly relevant in our digitally-driven world, as …

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Can I include performance benchmarks for trust investments?

May 10, 2025 by admin

The question of whether you can – and *should* – include performance benchmarks for trust investments is crucial for any …

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Can I include my business partners in my estate plan?

May 10, 2025 by admin

The question of incorporating business partners into your estate plan is a common one, particularly for those who have built …

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Can I include management fees for specific advisors within the trust terms?

May 10, 2025 by admin

The question of incorporating management fees for specific advisors within trust terms is a common one for those establishing trusts …

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Can I include international property in my estate plan?

May 10, 2025 by admin

Navigating estate planning is complex enough within the borders of a single country, but when international property enters the equation, …

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Can I include instructions for digital asset management in the trust?

May 10, 2025 by admin

The question of incorporating digital asset management into a trust is becoming increasingly prevalent in modern estate planning. Traditionally, trusts …

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