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Point Loma Estate Planning Law

Astounding Estate Planning Lawyer In San Diego, CA.

July 20, 2025 by admin

The sun beat down on La Jolla Shores as Michael and Sarah nervously discussed their future, or rather, the potential …

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What is the best way to protect your assets and ensure your wishes are honored in California?

July 20, 2025 by admin

The San Diego sun beat down on Maria’s shoulders as she scrolled through old family photos, a knot tightening in …

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Will And Estate Attorney near Ca. 92139.

July 20, 2025 by admin

The San Diego sun beat down on the patio as Maria scrolled through her phone, a knot of anxiety tightening …

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What are HIPAA authorizations?

July 20, 2025 by admin

The story begins with Michael and Susan, a San Diego couple in their early forties, diligently building a life together. …

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How do I fund the trust during my lifetime?

May 31, 2025 by admin

Establishing a trust is a significant first step in estate planning, but its effectiveness hinges on properly funding it during …

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Can I use a CRT as a transition tool for social impact enterprises?

May 31, 2025 by admin

Community Reinvestment Trusts (CRTs) are increasingly being explored as innovative financial tools, not just for traditional community development, but also …

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Can I name a corporate trustee?

May 31, 2025 by admin

Yes, you absolutely can name a corporate trustee, and in many situations, it’s a very prudent choice for managing a …

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Does a trust affect Social Security benefits?

May 31, 2025 by admin

The relationship between trusts and Social Security benefits is a common concern for individuals planning their estates, and thankfully, establishing …

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Can the trust pay for event access fees, such as disability expos?

May 31, 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 Family Member be the Trustee?

May 9, 2025 by admin

The question of whether a family member can serve as trustee of a trust is incredibly common, and the answer …

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  • Astounding Estate Planning Lawyer In San Diego, CA.
  • What is the best way to protect your assets and ensure your wishes are honored in California?
  • Will And Estate Attorney near Ca. 92139.

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