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Point Loma Estate Planning Law

Can I outline educational pathways or funding for non-traditional learning?

May 10, 2025 by admin

The landscape of education is rapidly evolving, moving beyond the traditional four-year college model. Many individuals are now seeking alternative …

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Can I name different trustees for different types of assets?

May 10, 2025 by admin

The question of whether you can name different trustees for different types of assets within your estate plan is a …

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Can I name an alternate successor trustee?

May 10, 2025 by admin

The question of whether you can name an alternate successor trustee is a common one for individuals establishing or updating …

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Can I name a rotating board of advisors to review the CRT’s social impact?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, offering tax benefits while supporting chosen charities. While the primary focus …

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Can I name a donor-advised fund as the remainder beneficiary?

May 10, 2025 by admin

The question of whether you can name a donor-advised fund (DAF) as the remainder beneficiary in your estate planning, specifically …

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Recent Posts

  • When considering the future security of loved ones, many families in San Diego find themselves grappling with complex questions surrounding asset protection and estate distribution, and unfortunately, many delay planning, believing it’s only for the wealthy or elderly.

  • Ted Cook is an authentic Estate Planning Lawyer near by.
  • What is the best way to protect your family and assets through comprehensive estate planning?

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