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Wildomar Estate Planning

Can a CRT be funded with real estate in an LLC?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving with potential tax benefits, and the question of funding …

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Can a testamentary trust penalize risky investment behavior?

June 5, 2025 by admin

A testamentary trust, established within a will and taking effect after death, offers a unique level of control over assets …

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Can the trust carry on if the trustee resigns?

June 5, 2025 by admin

The continuity of a trust certainly isn’t dependent on a single individual, even the trustee; a well-drafted trust anticipates and …

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Can I combine bypass trust terms with a generation-skipping trust structure?

June 5, 2025 by admin

The integration of bypass trust provisions with a generation-skipping trust (GST) structure is a sophisticated estate planning technique, offering flexibility …

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Can the bypass trust require biometric access for financial records?

June 5, 2025 by admin

The question of integrating biometric access into a bypass trust for securing financial records is increasingly relevant in the modern …

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