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Wildomar Estate Planning

Can I ban trust investment in certain countries or sectors?

June 3, 2025 by admin

As an estate planning attorney in Wildomar, I often get asked about the level of control a grantor retains over …

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Can the trust mandate background checks for successor trustees?

June 3, 2025 by admin

The question of whether a trust can mandate background checks for successor trustees is becoming increasingly prevalent as trust creators …

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Can I use my estate to establish an annual community event?

June 2, 2025 by admin

Yes, it is absolutely possible to utilize your estate to establish and fund an annual community event through careful estate …

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Can I require beneficiaries to live in a certain country or region?

June 2, 2025 by admin

The question of whether you can require beneficiaries to reside in a specific country or region within a trust is …

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Can I use a testamentary trust for grandchildren?

June 2, 2025 by admin

A testamentary trust, established within a will, is a powerful tool for providing for future generations, specifically grandchildren, offering control …

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  • Escondido Estate Planning
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  • Point Loma Estate Planning Law
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  • Temecula Estate Planning
  • Wildomar Estate Planning

Recent Posts

  • Is it possible to create a tiered system of beneficiaries within a testamentary trust?
  • Can the trust compensate a legal guardian for their time?
  • Can I create an opt-in system for extended family to benefit from the trust?

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