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Escondido Estate Planning

Can I prevent the trustee from selling heirloom property?

June 2, 2025 by admin

The question of restricting a trustee’s ability to sell cherished family heirlooms within a trust is a common concern for …

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Can a trust incentivize savings and investments?

June 2, 2025 by admin

Absolutely, a trust can be a powerful tool to not only protect assets but also to actively encourage and reward …

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Who can create a special needs trust?

June 2, 2025 by admin

A special needs trust, also known as a supplemental needs trust, is a powerful estate planning tool designed to provide …

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Can the trust incentivize saving or investing?

June 2, 2025 by admin

Absolutely, a well-structured trust can be a powerful tool not just for wealth preservation, but also for actively encouraging saving …

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Can a bypass trust be terminated by court petition if obsolete?

June 2, 2025 by admin

The question of terminating a bypass trust via court petition when it has become obsolete is a complex one, heavily …

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Recent Posts

  • Are QTIP trusts subject to step-up in basis upon the second spouse’s death?
  • Can I prevent the trustee from selling heirloom property?
  • Can a trust incentivize savings and investments?

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