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Can I require my trustee to work with a specific law firm or advisor?

June 4, 2025 by admin

As a San Diego estate planning attorney, I often receive this question from clients creating trusts. The desire to control …

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Can I set rules around how frequently beneficiaries can request funds?

June 4, 2025 by admin

Yes, absolutely you can, and often it’s a very wise decision to do so when establishing a trust, particularly for …

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Can a parent set up a special needs trust for their child?

June 4, 2025 by admin

Absolutely, a parent can—and often should—set up a special needs trust for their child with disabilities, ensuring continued care and …

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Can I require mediation for all trust disputes?

June 4, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter disputes among beneficiaries and trustees, and the question of …

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Can I include a clause to permanently exclude certain individuals?

June 4, 2025 by admin

The question of whether you can permanently exclude certain individuals from your estate plan is a common one, and the …

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How do I patch up damage caused by poor estate planning?

June 4, 2025 by admin

The air hung heavy with unspoken words as Sarah stared at the stack of legal documents on her kitchen table. …

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Where do I look for verified estate planning professionals near by?

June 4, 2025 by admin

Rain lashed against the windowpane, mimicking the storm brewing inside Sarah. Her grandfather, a pillar of strength who always seemed …

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How do I clarify confusion around advice from my estate planning lawyer near by

June 4, 2025 by admin

The phone slipped from my grasp, clattering against the hardwood floor. My head spun, not from dizziness, but from the …

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How do I schedule a professional estate planning consultation?

June 4, 2025 by admin

The phone slipped from my grasp, clattering onto the hardwood floor. My mind raced. Dad was gone, suddenly, and everything …

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How can a Living Trust Protect My Assets?

June 4, 2025 by admin

The worn leather of the briefcase felt heavy in my hands. Inside lay years of carefully curated documents – stock …

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