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Escondido Estate Planning

Can I place career performance reviews into trust conditions?

June 4, 2025 by admin

The question of incorporating career performance reviews into the conditions of a trust is a fascinating one, and while not …

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Can life insurance proceeds be used to fund a special needs trust?

June 4, 2025 by admin

Yes, life insurance proceeds can absolutely be used to fund a special needs trust, and often represent a very effective …

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Can the trust include succession planning for key business assets?

June 4, 2025 by admin

Absolutely, a properly structured trust can and *should* incorporate comprehensive succession planning for key business assets, ensuring a smooth transition …

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Can I require community service for access to distributions?

June 4, 2025 by admin

The idea of tying access to trust distributions to community service is an intriguing one, and while not a standard …

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Are there limits on how much money can go into a special needs trust?

June 4, 2025 by admin

While there isn’t a strict dollar limit on how much money can be deposited into a Special Needs Trust (SNT), …

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Recent Posts

  • Can a special needs trust include a check-in system for trustee responsiveness?
  • Can I place career performance reviews into trust conditions?
  • Can life insurance proceeds be used to fund a special needs trust?

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