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Point Loma Estate Planning Law

Can I make education a requirement for inheritance?

May 10, 2025 by admin

The question of whether you can require education as a condition for inheriting assets through a trust is a complex …

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Can I make distribution contingent on financial literacy certification?

May 10, 2025 by admin

The question of whether you can condition trust distributions on a beneficiary receiving financial literacy certification is becoming increasingly popular, …

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Can I make benefits contingent on personal development milestones?

May 10, 2025 by admin

The question of whether you can tie benefits to personal development milestones within a trust is complex, heavily dependent on …

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Can I make a trust that disinherits a beneficiary upon arrest?

May 10, 2025 by admin

The question of whether you can create a trust that disinherits a beneficiary upon their arrest is complex and, while …

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Can I link trust performance to environmental sustainability metrics?

May 10, 2025 by admin

The intersection of trust law, specifically the management of assets held in trust, and environmental sustainability is a burgeoning field, …

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Can I link inheritance to voter registration or civic participation?

May 10, 2025 by admin

The question of linking inheritance to voter registration or civic participation is complex, fraught with legal and ethical considerations, and …

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Recent Posts

  • Can I name multiple charities as remainder beneficiaries?
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  • Can I name alternate trustees in my testamentary trust?

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