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Wildomar Estate Planning

What happens if a trust-held asset is seized by a government?

May 31, 2025 by admin

The seizure of an asset held within a trust by the government is a complex legal scenario, often stemming from …

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Can a bypass trust restrict payment of private school tuition for beneficiaries?

May 31, 2025 by admin

The question of whether a bypass trust can restrict payment of private school tuition for beneficiaries is a common one, …

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Can I include instructions for supporting long-distance caregivers?

May 31, 2025 by admin

Navigating the complexities of elder care, particularly when family members live far away, presents unique challenges; supporting long-distance caregivers requires …

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Can I require regular trustee check-ins with the beneficiary?

May 31, 2025 by admin

As an estate planning attorney in Wildomar, I frequently encounter questions about the balance between trustee duties and beneficiary communication, …

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Can a CRT be divided into smaller trusts for individual beneficiaries?

May 31, 2025 by admin

Community Property Trusts (CPTs), particularly those established in California where community property laws are prevalent, offer a powerful tool for …

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