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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 Hold a Vacation Home?

May 9, 2025 by admin

The question of whether a trust can hold a vacation home is a common one for Ted Cook, a Trust …

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Can a trust help the beneficiary open a credit union account?

May 9, 2025 by admin

The question of whether a trust can assist a beneficiary in opening a credit union account is a common one, …

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Can a trust have a backup administrator besides the trustee?

May 9, 2025 by admin

The question of whether a trust can have a backup administrator beyond the primary trustee is a common one, and …

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Can a trust fund smart home automation for daily living needs?

May 9, 2025 by admin

The question of whether a trust fund can finance smart home automation for daily living needs isn’t simply about having …

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Can a Trust Finance Family Business Ventures?

May 9, 2025 by admin

The question of whether a trust can finance family business ventures is a common one for Ted Cook, a Trust …

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Recent Posts

  • Can I require certified financial planners to approve large disbursements?
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