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Escondido Estate Planning

Can a special needs trust fund telehealth copays not covered by insurance?

June 5, 2025 by admin

The question of whether a special needs trust (SNT) can cover telehealth copays not covered by insurance is complex, hinging …

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Can a special needs trust provide audiobook subscriptions?

June 5, 2025 by admin

Absolutely, a special needs trust can, in many cases, provide funding for audiobook subscriptions, but it requires careful consideration and …

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Can the trust be required to prioritize financial aid eligibility?

June 5, 2025 by admin

The question of whether a trust can be structured to prioritize financial aid eligibility for a beneficiary is a common …

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Can I limit a beneficiary’s control over their inheritance using a testamentary trust?

June 5, 2025 by admin

Yes, you absolutely can limit a beneficiary’s control over their inheritance using a testamentary trust, and this is a common …

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Do I need to give a copy of the trust to my trustee?

June 5, 2025 by admin

Establishing a trust is a significant step in estate planning, and ensuring your trustee has the necessary documentation is paramount …

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  • Point Loma Conservatorship
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  • Point Loma Estate Planning Law
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  • Point Loma Trusts
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  • John and Maria, a vibrant couple residing in the heart of San Diego’s 92103 zip code, always believed they had ample time to address estate planning. They were in their early forties, healthy, and focused on building their careers and raising their two young children. However, a sudden, unforeseen medical emergency shattered that illusion of invincibility, revealing a critical oversight that could have had devastating financial and emotional consequences for their family.

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