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Wildomar Estate Planning

Can the trust allow modifications through a trust protector if needed?

June 7, 2025 by admin

The flexibility to adapt a trust to unforeseen circumstances is a critical consideration in modern estate planning, and increasingly, estate …

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Can I leave instructions for unsubscribing from subscriptions and memberships?

June 7, 2025 by admin

The question of whether you can leave instructions for unsubscribing from subscriptions and memberships within your estate plan is a …

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Can the bypass trust support development of family intellectual property?

June 7, 2025 by admin

The question of whether a bypass trust can support the development of family intellectual property (IP) is a complex one, …

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Do I need a lawyer to create an irrevocable trust?

June 7, 2025 by admin

The creation of an irrevocable trust is a complex legal undertaking, and while not strictly *required* to have legal counsel, …

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Can I make beneficiaries apply for grants from the trust?

June 7, 2025 by admin

The idea of requiring beneficiaries to apply for grants from a trust, rather than simply distributing assets, is becoming increasingly …

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Recent Posts

  • Can a CRT help reduce state income taxes?
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