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Can I restrict access to trust financial reports to beneficiaries only?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I often encounter questions about beneficiary access to trust information, and the …

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Can the trust pay for executive coaching for business-minded heirs?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter questions about the permissible uses of trust funds, and …

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Can a CRT be designed to automatically dissolve under certain regulatory conditions?

June 4, 2025 by admin

Community Property Trusts (CRTs) are powerful estate planning tools in California, allowing married couples to manage and control their assets …

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Can a special needs trust invest in the stock market?

June 4, 2025 by admin

Yes, a special needs trust (SNT) absolutely can, and often should, invest in the stock market, but with careful consideration …

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Can I use a CRT to make charitable giving anonymous?

June 4, 2025 by admin

A Charitable Remainder Trust (CRT) offers a sophisticated method of charitable giving that *can* provide a degree of anonymity, though …

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How Can A Trust Protect My Assets From Creditors?

June 4, 2025 by admin

The incessant ringing of the phone jolted Michael awake. He fumbled for the receiver, heart pounding. It was a debt …

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How do I avoid common pitfalls when hiring an estate planning attorney near me?

June 4, 2025 by admin

The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …

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What can I do if I’ve already tried everything with my estate plan near me?

June 4, 2025 by admin

The last rays of sun were fading, casting long shadows across Margaret’s cluttered desk. A tangle of legal documents lay …

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Where should I not look for an estate planning attorney near by

June 4, 2025 by admin

The worn, leather-bound notebook lay open on the table, its pages filled with scribbled notes and half-finished calculations. Sweat beaded …

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Where do I get authoritative support from an estate planning lawyer near by

June 4, 2025 by admin

The rain hammered against the windowpane, blurring the streetlights into shimmering halos. Sarah stared at her reflection in the darkened …

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