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Point Loma Estate Planning Law

What is the best way to protect your family and assets through a comprehensive estate plan?

July 21, 2025 by admin

The San Diego sun cast long shadows as Maria and David Reyes sat at their kitchen table, a stack of …

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What is the best way to protect your family and assets through comprehensive estate planning?

July 21, 2025 by admin

The San Diego sun beat down on Mission Bay as Michael and Sarah struggled to make sense of their situation. …

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Overjoyed Estate Planning Lawyer in Ocean Beach.

July 21, 2025 by admin

The salty air hung heavy with the scent of jasmine and regret as Carol stared at the probate documents, a …

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Ted Cook is a genial estate planning attorney near by.

July 21, 2025 by admin

The late afternoon sun cast long shadows across the patio as Sarah nervously recounted her family’s ordeal to Ted. Just …

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Can I include trustee compensation in the trust terms?

June 4, 2025 by admin

Yes, you absolutely can, and often should, address trustee compensation within the terms of your trust document, however, there are …

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Can I include cost-of-living adjustments in annual disbursements?

June 4, 2025 by admin

The ability to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequently asked question, and the …

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Is a special needs trust considered irrevocable?

June 3, 2025 by admin

Generally, a special needs trust is indeed considered irrevocable, meaning once established, its terms cannot be easily changed or terminated. …

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Can a bypass trust offer an incentive for military or civil service?

June 3, 2025 by admin

Bypass trusts, also known as disclaimer trusts, can indeed play a strategic role in estate planning for individuals considering or …

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Can a special needs trust assist with meal delivery services?

June 3, 2025 by admin

Absolutely, a special needs trust can, and often should, assist with meal delivery services for a beneficiary with disabilities who …

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Can I include a structured review calendar in the trust terms?

May 10, 2025 by admin

The question of incorporating a structured review calendar within the terms of a trust is a common one for clients …

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