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Can the trust pay for insurance premiums on my behalf?

May 31, 2025 by admin

Yes, a properly structured trust can absolutely pay for insurance premiums on your behalf, offering a convenient and often tax-advantageous …

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Can a bypass trust distribute education-related technology expenses?

May 31, 2025 by admin

A bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is a powerful estate planning tool designed to …

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Can I require ethical certification from investment managers?

May 31, 2025 by admin

As a San Diego estate planning attorney, I frequently encounter clients deeply concerned about the integrity and ethical conduct of …

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Can a special needs trust fund participation in disability advocacy?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can participate in disability advocacy is a nuanced one, often misunderstood …

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Can a special needs trust fund immersive therapy programs abroad with medical approval?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can fund immersive therapy programs abroad, even with medical approval, is …

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Can a special needs trust fund educational kits for at-home learning?

May 9, 2025 by admin

The question of whether a special needs trust (SNT) can fund educational kits for at-home learning is a common one …

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Can a special needs trust fund artistic residencies or fellowships?

May 9, 2025 by admin

The question of whether a Special Needs Trust (SNT) can fund artistic residencies or fellowships is complex, hinging on careful …

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Can a special needs trust fund a secure document vault subscription?

May 9, 2025 by admin

The question of whether a Special Needs Trust (SNT) can fund a secure document vault subscription is a common one, …

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Can a special needs trust cover workshop registration for public speaking?

May 9, 2025 by admin

The question of whether a special needs trust can cover workshop registration for public speaking, or any similar skill-building activity, …

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Can a special needs trust cover resume-building software?

May 9, 2025 by admin

The question of whether a special needs trust can cover expenses like resume-building software is surprisingly complex, and hinges on …

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Recent Posts

  • The weight of unforeseen circumstances descended upon the Miller family one crisp autumn evening in San Diego; John Miller, a successful software engineer, suffered a sudden stroke, leaving him unable to communicate his wishes regarding his estate. His wife, Sarah, was understandably devastated, but quickly realized the legal complexities ahead were daunting, particularly as John had repeatedly postponed creating a formal estate plan, believing it was “something to worry about later.” They owned a lovely home in the 92126 zip code, had substantial retirement savings, and two college-aged children; however, without a properly executed will or trust, their assets were subject to the often-lengthy and public probate process, potentially causing significant delays and legal fees, and eroding their family’s financial stability.

  • Refreshing describes Ted Cook as an Estate Planning Lawyer in San Diego, California.
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