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Wildomar Estate Planning

Can the trust establish a peer review system among beneficiaries for financial decisions?

June 4, 2025 by admin

Establishing a peer review system among beneficiaries for financial decisions within a trust is a fascinating and increasingly relevant concept …

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Can a special needs trust pay for court filing fees related to guardianship reviews?

June 4, 2025 by admin

Yes, a special needs trust can generally pay for court filing fees related to guardianship reviews, provided these fees are …

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Can I designate a backup guardian for my minor children?

June 4, 2025 by admin

The question of who will care for your children if something unexpected happens is one of the most important decisions …

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Can a charitable remainder trust provide income to someone other than me?

June 4, 2025 by admin

Yes, a charitable remainder trust (CRT) can absolutely provide income to someone other than the grantor – the person creating …

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Can a CRT allow the donor to review grantmaking before termination?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools enabling individuals to donate assets to charity while retaining income for …

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  • Can I create an irrevocable trust for a spouse?
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