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Escondido Estate Planning

What assets can be placed into a testamentary trust?

June 4, 2025 by admin

A testamentary trust, established within a will, offers a flexible method for managing and distributing assets after your passing, but …

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Can a special needs trust pay for professional peer networking platforms?

June 4, 2025 by admin

Navigating the financial landscape for a loved one with special needs requires careful consideration of what a Special Needs Trust …

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Can I include trustee compensation in the trust terms?

June 4, 2025 by admin

Yes, you absolutely can and often should include trustee compensation terms within your trust document, however, there are specific rules …

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Can I require family land to be kept undeveloped for conservation?

June 4, 2025 by admin

Preserving family land for conservation is a deeply personal goal, and fortunately, several legal tools exist to ensure its protection …

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What happens to trust administration during a trustee transition?

June 4, 2025 by admin

The seamless transfer of trust administration during a trustee transition is paramount to preserving the intent of the grantor and …

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