Point Loma Estate Planning Law

The integration of technology into estate planning, particularly for complex trusts like special needs trusts (SNTs), is rapidly evolving, and …

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Special needs trusts (SNTs) are powerful tools designed to improve the quality of life for individuals with disabilities without disqualifying …

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As an estate planning attorney in San Diego, I frequently encounter clients who wish to align their investment portfolios with …

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Establishing a charitable trust is a powerful way to leave a legacy, but ensuring those funds are used as intended, …

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Testamentary trusts, established within a will and coming into effect upon death, offer a versatile tool for estate planning, allowing …

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The question of whether a trust can support community garden participation for wellness is increasingly relevant as estate planning evolves …

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The question of whether a trust can support access to substance recovery programs is increasingly relevant, mirroring the growing awareness …

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The question of whether a trust can subsidize legal name changes for gender-affirming purposes is increasingly relevant as societal understanding …

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The question of whether a trust can sponsor community garden plots for therapeutic activity is multifaceted, blending estate planning with …

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The question of whether a trust can restrict distributions to a beneficiary who drops out of school is a common …

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