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Escondido Estate Planning

Can I require my trustee to work with a specific law firm or advisor?

June 4, 2025 by admin

As a Living Trust & Estate Planning Attorney in Escondido, I often encounter clients who wish to exert some control …

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Can I set rules around how frequently beneficiaries can request funds?

June 4, 2025 by admin

Absolutely, establishing guidelines for when and how often beneficiaries can request distributions from a trust is a common and prudent …

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Can the trust support elder care for non-beneficiary family members?

June 4, 2025 by admin

Navigating the complexities of elder care is a growing concern for many families, and a frequent question arises regarding the …

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Can the trust fund travel for genealogy research?

June 4, 2025 by admin

Establishing a trust allows for sophisticated wealth management, but a frequently overlooked aspect is its potential to facilitate passions, even …

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Can I allocate periodic review power to an outside advisory council?

June 4, 2025 by admin

The question of whether you can allocate periodic review power to an outside advisory council regarding your trust or estate …

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Recent Posts

  • Can I require my trustee to work with a specific law firm or advisor?
  • Can I set rules around how frequently beneficiaries can request funds?
  • Can the trust support elder care for non-beneficiary family members?

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