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Can I assign a climate impact officer to oversee environmental compliance of the trust?

June 1, 2025 by admin

The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction as …

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Can I provide assistance for court or custody proceedings involving heirs?

June 1, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter situations where heirs are embroiled in disputes, sometimes requiring …

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Can a special needs trust cover digital subscriptions to news or magazines?

June 1, 2025 by admin

Navigating the complexities of special needs trusts requires careful consideration of allowable expenses, and the question of digital subscriptions—like those …

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Can I require language fluency benchmarks for heirs accessing international assets?

June 1, 2025 by admin

Navigating the complexities of international estate planning requires careful consideration of not just legal structures, but also the practical abilities …

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Can I prioritize one beneficiary over another for business assets?

June 1, 2025 by admin

Navigating the complexities of estate planning, particularly when business assets are involved, requires careful consideration of fairness, legal compliance, and …

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Can a trust support faith-based counseling services?

May 10, 2025 by admin

The question of whether a trust can support faith-based counseling services is a nuanced one, heavily dependent on the trust’s …

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Can a trust sponsor tech literacy programs for adults with disabilities?

May 10, 2025 by admin

The question of whether a trust can sponsor tech literacy programs for adults with disabilities is a nuanced one, hinging …

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Can a trust restrict travel funding based on global security levels?

May 10, 2025 by admin

The question of whether a trust can restrict travel funding based on global security levels is a fascinating intersection of …

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Can a trust require quarterly financial planning check-ins?

May 10, 2025 by admin

The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …

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Can a trust receive oil and gas royalties?

May 10, 2025 by admin

The question of whether a trust can receive oil and gas royalties is a common one for estate planning attorneys …

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