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Point Loma Estate Planning Law

Can I restrict funding of politically affiliated organizations?

May 10, 2025 by admin

The question of whether you can restrict funding to politically affiliated organizations within a trust is a complex one, deeply …

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Can I restrict distributions based on the beneficiary’s marital status?

May 10, 2025 by admin

The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is a common …

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Can I restrict access to trust funds based on legal issues or past behavior?

May 10, 2025 by admin

The question of restricting access to trust funds due to a beneficiary’s legal troubles or past conduct is a common …

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Can I restrict access to inherited property without community input?

May 10, 2025 by admin

Inherited property, a cornerstone of estate planning and wealth transfer, often brings with it complex questions regarding access and control. …

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Can I require use of specific financial institutions by the trustee?

May 10, 2025 by admin

The question of whether you can *require* a trustee to use specific financial institutions when administering a trust is a …

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