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Can I require mandatory trustee audits every 5 years?

June 7, 2025 by admin

As an estate planning attorney in San Diego, I often field questions about oversight and accountability for those entrusted with …

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Can I include charitable donations in my estate plan?

June 7, 2025 by admin

Yes, absolutely you can and many find great fulfillment in leaving a legacy of giving through their estate plan, it’s …

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Can I require asset diversification within the trust?

June 7, 2025 by admin

Absolutely, requiring asset diversification within a trust is not only possible but often a very prudent and recommended practice, particularly …

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Can a special needs trust include digital literacy coaching for seniors with disabilities?

June 7, 2025 by admin

Absolutely, a special needs trust can, and in many cases *should*, include provisions for digital literacy coaching for seniors with …

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Can I assign fiduciary succession protocols?

June 7, 2025 by admin

The question of whether you can assign fiduciary succession protocols is crucial for ensuring the seamless continuation of trust and …

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What’s the safest way to hire an estate planning attorney?

June 7, 2025 by admin

The antique clock ticked rhythmically, its chime resonating through the dimly lit room. Sarah nervously tapped her foot, a stack …

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What’s the best way to contain a problem with an estate planning attorney near me?

June 7, 2025 by admin

The manila envelope lay on the kitchen counter, its contents heavy with implications. A tremor ran through Amelia as she …

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How do I know it’s time to call someone about revising my will?

June 7, 2025 by admin

The air hung heavy with unspoken tension. My brother, Mark, fidgeted with his tie, avoiding my gaze. He cleared his …

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How do I expedite the resolution process with my estate planning lawyer near me?

June 7, 2025 by admin

The antique clock chimed twice, its mournful tone echoing through the dimly lit study. Stacks of legal documents sat precariously …

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How do I stabilize a situation involving an estate planning attorney near by?

June 7, 2025 by admin

The late afternoon sun cast long shadows as Michael nervously tapped his foot outside Steve Bliss’s Temecula office. His Uncle …

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