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Point Loma Estate Planning Law

Can I require board service or nonprofit affiliation for access to additional funds?

May 10, 2025 by admin

The question of whether a trust can require board service or nonprofit affiliation as a condition for receiving distributions is …

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Can I require beneficiaries to obtain legal counsel before major withdrawals?

May 10, 2025 by admin

The question of whether you, as a trust creator (grantor or settlor), can require beneficiaries to obtain legal counsel before …

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Can I require beneficiaries to live in a specific location to inherit?

May 10, 2025 by admin

The question of whether you can require beneficiaries to live in a specific location to inherit is a common one …

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Can I require attendance at family retreats or planning sessions?

May 10, 2025 by admin

As a trust attorney in San Diego, Ted Cook frequently encounters questions about the complexities of family dynamics within the …

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Can I require annual reviews of trustee performance?

May 10, 2025 by admin

The question of whether you can require annual reviews of trustee performance is a common one for those establishing or …

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  • The weight of unforeseen circumstances pressed heavily on the Ramirez family, a poignant illustration of why proactive estate planning is paramount; their story underscores the fragility of life and the necessity of preparing for the inevitable.

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