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Wildomar Estate Planning

What flexibility does a trust protector have?

June 4, 2025 by admin

A trust protector is a relatively modern addition to the world of estate planning, offering a crucial layer of adaptability …

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Can I reward nonprofit employment with increased distribution rates?

June 4, 2025 by admin

The question of whether to reward nonprofit employment with increased distribution rates from a trust or estate plan is a …

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Can I structure tiered inheritance in a testamentary trust?

June 4, 2025 by admin

Absolutely, structuring tiered inheritance within a testamentary trust is not only possible but a remarkably effective way to ensure responsible …

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Can a trust pay for private case management services?

June 4, 2025 by admin

The question of whether a trust can pay for private case management services is a common one, particularly as individuals …

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How often should a special needs trust be reviewed?

June 4, 2025 by admin

Establishing a special needs trust is a critical step for families seeking to protect the financial future of a loved …

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Recent Posts

  • Can a bypass trust be drafted to comply with foreign reporting regulations?
  • Can I limit the trustee’s discretion in the trust document?
  • Can I prohibit real estate flips using trust-purchased properties?

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