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Wildomar Estate Planning

Can a testamentary trust create emergency medical response plans for heirs?

June 4, 2025 by admin

A testamentary trust, established through a will and taking effect after death, can absolutely incorporate provisions for emergency medical response …

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Can I designate sustainability-focused review checkpoints every decade?

June 4, 2025 by admin

The question of designating sustainability-focused review checkpoints every decade for estate plans is not merely prudent financial planning; it’s a …

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Can I establish protocols for resolving family disagreements?

June 4, 2025 by admin

Family disagreements are an unavoidable part of life, particularly when it comes to estate planning and the distribution of assets; …

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Can I require community service for access to distributions?

June 4, 2025 by admin

The idea of tying financial distributions from a trust or estate to community service is a fascinating one, and increasingly …

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Can a special needs trust fund educational supplies for remote learning?

June 4, 2025 by admin

The question of whether a special needs trust (SNT) can fund educational supplies for remote learning is a common one, …

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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?
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