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Escondido Estate Planning

Can I use a revocable trust for legacy planning?

June 8, 2025 by admin

A revocable living trust is indeed a powerful tool for legacy planning, allowing individuals to control their assets during their …

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Can I make distributions subject to trustee interviews?

June 8, 2025 by admin

The question of whether a trust can require trustee interviews before distributions is a nuanced one, deeply rooted in the …

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Can a testamentary trust divide assets equally?

June 8, 2025 by admin

A testamentary trust, established through a will, absolutely *can* divide assets equally, but the simplicity of that statement belies a …

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Can a special needs trust serve multiple beneficiaries at once?

June 8, 2025 by admin

Yes, a special needs trust can absolutely serve multiple beneficiaries simultaneously, though it requires careful planning and drafting to ensure …

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Can I use a special needs trust to pay for homeschooling?

June 8, 2025 by admin

The question of whether a special needs trust (SNT) can cover homeschooling expenses is complex and hinges on several factors, …

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Recent Posts

  • Can I use a revocable trust for legacy planning?
  • Can I make distributions subject to trustee interviews?
  • Can a testamentary trust divide assets equally?

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