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Point Loma Estate Planning Law

Can a bypass trust be created for unmarried partners?

May 8, 2025 by admin

The question of whether a bypass trust, also known as a credit shelter trust, can be established for unmarried partners …

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Can a bypass trust allow for inflation-adjusted distributions?

May 8, 2025 by admin

The question of whether a bypass trust – also known as a credit shelter trust or A-B trust – can …

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Can a bypass trust allocate funds for travel required by family obligations?

May 8, 2025 by admin

The question of whether a bypass trust can allocate funds for travel related to family obligations is a common one …

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Are there templates for revocable trusts?

May 8, 2025 by admin

The question of whether templates exist for revocable living trusts is common, and the short answer is yes, they do. …

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Are there non-profit organizations that manage special needs trusts?

May 8, 2025 by admin

The question of whether non-profit organizations manage special needs trusts is multifaceted, and the answer is generally yes, though with …

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  • Trust Attorneys near Ca. 92154: What Steps Should You Take to Protect Your Future?
  • Sarah and Mark, a couple residing in the vibrant community of San Diego, California, recently faced a jarring reality check. They had diligently built a comfortable life, owning a modest home, maintaining stable retirement accounts, and raising two wonderful children. However, they had consistently postponed estate planning, believing it was a concern for “later,” when they were older or had accumulated more substantial assets. This inaction proved to be a costly oversight when Mark suffered a sudden, debilitating stroke, leaving him unable to manage his finances or articulate his healthcare wishes. Consequently, Sarah found herself navigating a complex legal labyrinth, struggling to access funds to cover medical expenses and facing agonizing decisions without clear direction from Mark’s previously unexpressed preferences.

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