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Wildomar Estate Planning

Can I tie community-based initiatives to family inheritance milestones?

June 6, 2025 by admin

The concept of linking family inheritance milestones to community-based initiatives is gaining traction as a powerful way to not only …

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Can the court appoint a trustee for a testamentary trust?

June 6, 2025 by admin

Yes, the court absolutely can appoint a trustee for a testamentary trust, especially if the original trustee named in the …

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Can a trustee delegate authority to a financial advisor?

June 6, 2025 by admin

The question of whether a trustee can delegate authority to a financial advisor is a common one, and the answer …

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Can I prohibit withdrawals for luxury goods or high-risk investments?

June 6, 2025 by admin

The question of controlling how beneficiaries utilize funds from a trust after your passing is a common one, and the …

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Can the trust sponsor community garden plots for therapeutic activity?

June 6, 2025 by admin

Establishing and sponsoring community garden plots for therapeutic activity through a trust is not only permissible but can be a …

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Recent Posts

  • Can a CRT be used for long-term tax planning across generations?
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