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Wildomar Estate Planning

Can a special needs trust include a backup trustee alert system?

June 6, 2025 by admin

Establishing a special needs trust is a crucial step for families seeking to protect the financial future of a loved …

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Can a charitable remainder trust include environmental or ethical investment guidelines?

June 6, 2025 by admin

Yes, a charitable remainder trust (CRT) can absolutely include environmental, social, and governance (ESG) or ethical investment guidelines, though careful …

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Can a bypass trust include future-facing clauses based on social trends?

June 6, 2025 by admin

The question of whether a bypass trust can incorporate future-facing clauses based on social trends is increasingly relevant in modern …

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Can I use estate planning to ensure my digital legacy is preserved?

June 6, 2025 by admin

The increasing digitalization of our lives means our “stuff” isn’t just physical anymore; it’s a vast collection of online accounts, …

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Can I direct that a portion of my estate fund mental health initiatives?

June 6, 2025 by admin

Absolutely, directing a portion of your estate towards mental health initiatives is not only possible but a growing trend reflecting …

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Recent Posts

  • Can a charitable remainder trust be used in international estate planning?
  • Can a bypass trust own intellectual property or patent royalties?
  • Can I direct unused trust assets toward environmental causes after the final distribution?

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