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Escondido Estate Planning

Can I impose geographic restrictions on inherited property?

June 1, 2025 by admin

The question of whether you can impose geographic restrictions on inherited property is a nuanced one, deeply rooted in the …

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Can the trust pay for fiduciary liability insurance?

June 1, 2025 by admin

Yes, a trust can absolutely pay for fiduciary liability insurance, and often *should*, to protect the trustee from potential lawsuits …

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Can a testamentary trust help avoid family disputes?

June 1, 2025 by admin

A testamentary trust, established within a will, offers a powerful tool for proactively addressing potential family conflicts that often arise …

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Can the CRT income be distributed as a flat dollar amount instead of a percentage?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a powerful way to support charitable causes while providing income to the grantor or beneficiaries. …

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Can I cap trustee compensation to a set percentage of trust income?

June 1, 2025 by admin

Determining trustee compensation is a frequent question in estate planning, and while seemingly straightforward, it’s governed by specific rules designed …

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Recent Posts

  • Can I impose geographic restrictions on inherited property?
  • Can the trust pay for fiduciary liability insurance?
  • Can a testamentary trust help avoid family disputes?

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