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Escondido Estate Planning

Can the trust cover accessible tourism costs for educational trips?

May 30, 2025 by admin

Navigating the financial aspects of educational travel, especially when accessibility needs are involved, requires careful planning and a thorough understanding …

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Can I require beneficiaries to obtain legal counsel before major withdrawals?

May 30, 2025 by admin

The question of whether you can *require* beneficiaries to obtain legal counsel before making significant withdrawals from a trust is …

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Can a special needs trust include media subscriptions that improve cognitive function?

May 30, 2025 by admin

Absolutely, a special needs trust can, and often should, thoughtfully include provisions for expenses that enhance the beneficiary’s quality of …

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Can I use estate planning to formalize informal lending among family members?

May 30, 2025 by admin

The practice of lending money within families is surprisingly common, often occurring without formal agreements or documentation—a handshake and a …

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Can I require a licensed fiduciary to manage distributions?

May 30, 2025 by admin

The question of whether you can require a licensed fiduciary to manage distributions from a trust is a crucial one …

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Recent Posts

  • Can a CRT be Structured to Pause Income During Certain Years?
  • What’s the best way to initiate help for estate beneficiaries
  • Where do I go for step-by-step help with estate administration?

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