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Escondido Estate Planning

Can a trust impose restrictions based on political activity?

June 3, 2025 by admin

The question of whether a trust can impose restrictions based on political activity is a complex one, deeply intertwined with …

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Can a special needs trust include expenses for grief counseling?

June 3, 2025 by admin

Navigating the complexities of special needs estate planning requires careful consideration of all potential needs of the beneficiary, and this …

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Can the trust cover membership dues for disability support organizations?

June 3, 2025 by admin

Yes, a properly structured trust can absolutely cover membership dues for disability support organizations, offering vital ongoing assistance to a …

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Can I offset gift tax obligations by using a CRT structure?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated strategy for potentially reducing gift tax obligations while simultaneously benefiting a charity and …

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What’s the difference between a land trust and a revocable trust?

June 3, 2025 by admin

Both land trusts and revocable trusts are estate planning tools used to manage assets, but they serve distinctly different purposes …

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Recent Posts

  • Can a special needs trust assist in covering fiduciary bond costs for the trustee?
  • Can a trust impose restrictions based on political activity?
  • Can a special needs trust include expenses for grief counseling?

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