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Wildomar Estate Planning

Can I set a maximum age for trust management?

June 6, 2025 by admin

The question of setting a maximum age for trust management is a common one for individuals planning their estates, and …

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Can I add insurance policy requirements for trust assets?

June 6, 2025 by admin

Absolutely, incorporating insurance policy requirements into a trust is a crucial step in protecting assets and ensuring the long-term viability …

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Can I use the trust to ensure structured and predictable payouts?

June 6, 2025 by admin

Absolutely, a trust is a remarkably effective tool for establishing structured and predictable payouts, offering a level of control and …

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Can I mix per stirpes and per capita rules in one trust?

June 6, 2025 by admin

The question of whether you can mix per stirpes and per capita distribution rules within a single trust is complex, …

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Can a special needs trust be used to fund adaptive sports leagues?

June 6, 2025 by admin

The question of whether a special needs trust can fund adaptive sports leagues is a common one, and the answer …

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Recent Posts

  • Can a CRT Receive Proceeds from a Qualified Opportunity Zone Investment?
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  • Can a bypass trust be funded with employee stock options?

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