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Can I include instructions for supporting long-distance caregivers?

June 1, 2025 by admin

Navigating the complexities of elder care is challenging enough when family members live nearby, but the difficulties are magnified exponentially …

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

June 1, 2025 by admin

As a Living Trust & Estate Planning Attorney in Escondido, I often get asked about the level of communication expected …

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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, offer a flexible approach to estate planning, but the question of …

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Can a special needs trust pay for temporary accessible furniture rental?

May 31, 2025 by admin

The question of whether a special needs trust (SNT) can pay for temporary accessible furniture rental is a common one, …

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Can I gift property to my heirs now and still control it in my estate plan?

May 31, 2025 by admin

Yes, it is absolutely possible to gift property to your heirs now while still maintaining a level of control through …

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Can I attach performance-based rewards to trust distributions?

May 31, 2025 by admin

The question of whether you can attach performance-based rewards to trust distributions is a complex one, heavily influenced by state …

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Can a bypass trust be terminated by a supermajority of beneficiaries?

May 31, 2025 by admin

The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and depends heavily …

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Can I allow heirs to donate part of their inheritance into a group venture fund?

May 31, 2025 by admin

The question of allowing heirs to direct portions of their inheritance towards group venture funds is becoming increasingly common as …

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What information are beneficiaries entitled to?

May 31, 2025 by admin

As an Estate Planning Attorney in Wildomar, I often field questions from beneficiaries unsure of their rights, so let’s discuss …

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How do I know if this is an emergency estate planning situation near by

May 31, 2025 by admin

The insistent ringing of the phone startled me awake. It was my sister, her voice thick with panic. “Dad collapsed,” …

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