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Point Loma Estate Planning Law

Can the CRT include a grant review committee appointed by the donor?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can a bypass trust be used to cover IVF treatments?

June 6, 2025 by admin

The question of whether a bypass trust can cover In Vitro Fertilization (IVF) treatments is complex, hinging on the specific …

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Can a special needs trust fund participation in disability advocacy?

June 6, 2025 by admin

The question of whether a special needs trust (SNT) can participate in disability advocacy is complex, touching upon the core …

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Can the trust pay for biometric devices for health monitoring?

June 5, 2025 by admin

The question of whether a trust can pay for biometric devices for health monitoring is becoming increasingly common as technology …

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Can a testamentary trust be structured as a cooperative?

June 5, 2025 by admin

The question of whether a testamentary trust can be structured as a cooperative is complex, as it blends the established …

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Can I Reward Long-Term Employment Through a Trust?

May 10, 2025 by admin

The question of utilizing a trust to reward long-term employee dedication is gaining traction as businesses seek innovative ways to …

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Can I revoke a charitable remainder trust after it’s created?

May 10, 2025 by admin

Establishing a Charitable Remainder Trust (CRT) is a significant financial and philanthropic undertaking, often driven by the desire to support …

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Can I restrict trust-funded education to accredited institutions only?

May 10, 2025 by admin

The question of restricting trust-funded education to accredited institutions is a common one for Ted Cook, a Trust Attorney in …

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Can I restrict trust payments during periods of political instability?

May 10, 2025 by admin

The question of restricting trust payments due to political instability is a complex one, frequently encountered by trust attorneys like …

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Can I restrict the use of funds for specific types of purchases?

May 10, 2025 by admin

The question of restricting how funds within a trust are used is a very common one for Ted Cook and …

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