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Escondido Estate Planning

Can a CRT be used to transition ownership of a family business?

June 2, 2025 by admin

A Charitable Remainder Trust (CRT) can indeed be a powerful tool for transitioning ownership of a family business, offering a …

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Can estate planning help me manage collectibles or rare items?

June 2, 2025 by admin

Absolutely, estate planning is a crucial component in effectively managing and transferring collectibles or rare items, ensuring their preservation and …

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Can I make my revocable trust effective only upon incapacity?

June 2, 2025 by admin

The question of delaying the effectiveness of a revocable trust until incapacity is a common one, and the answer is …

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Can the trust be used to support independent living?

June 2, 2025 by admin

Absolutely, a trust can be a powerful tool to support independent living, offering financial security and continued care for beneficiaries …

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Can a special needs trust cover ergonomic mattress and bedding for chronic pain?

June 2, 2025 by admin

Navigating the complexities of special needs trusts (SNTs) often involves questions about what qualifies as a necessary expense, and the …

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