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Point Loma Estate Planning Law

Can I include digital literacy requirements for accessing digital assets?

May 10, 2025 by admin

The question of incorporating digital literacy requirements for accessing digital assets within a trust is becoming increasingly relevant as our …

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Can I include community advisory board approval for CRT payouts?

May 10, 2025 by admin

The question of incorporating community advisory board approval for Charitable Remainder Trust (CRT) payouts is a fascinating one, particularly within …

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Can I include charitable obligations in the estate structure?

May 10, 2025 by admin

The question of integrating charitable giving into estate planning is a frequent one for Ted Cook, a Trust Attorney in …

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Can I include backup beneficiaries?

May 10, 2025 by admin

The question of whether you can include backup, or contingent, beneficiaries in your trust is a foundational one for estate …

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Can I include annual reviews of the trustee’s performance?

May 10, 2025 by admin

The question of whether to include annual reviews of a trustee’s performance is a critical one in trust administration, particularly …

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Can I include a trustee advisory committee?

May 10, 2025 by admin

The question of whether you can include a trustee advisory committee within a trust structure is a common one for …

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Recent Posts

  • Can I include usage logs as part of trust reporting?
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