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Wildomar Estate Planning

Can I require public acknowledgment of the trust’s role in major expenses?

June 2, 2025 by admin

The question of requiring public acknowledgment of a trust’s involvement in major expenses is a nuanced one, heavily dependent on …

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Can the CRT distribute assets to the charity before the trust term ends?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity of their …

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Can I require that property be maintained in historical condition?

June 2, 2025 by admin

Preserving a property’s historical character is a deeply personal desire for many estate planning clients, and it’s absolutely possible to …

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Can a special needs trust pay for clothing?

June 2, 2025 by admin

The question of whether a special needs trust (SNT) can pay for clothing is a common one for families caring …

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Can a testamentary trust be used to support an aging sibling?

June 2, 2025 by admin

A testamentary trust, created within a will, offers a powerful tool to provide ongoing support for a sibling facing the …

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Recent Posts

  • Can I be a beneficiary of my own irrevocable trust?
  • Can I set recurring trustee education requirements?
  • Can a bypass trust include a biometric trigger for health emergency disbursements?

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