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Wildomar Estate Planning

Can I prohibit funding from being used toward private jets or luxury goods?

June 6, 2025 by admin

The question of restricting how funds within a trust are used, specifically to prevent purchases like private jets or luxury …

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Can I assign different age thresholds for different heirs?

June 6, 2025 by admin

The question of whether you can assign different age thresholds for different heirs within an estate plan is a common …

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Can a bypass trust include financial literacy requirements before disbursement?

June 6, 2025 by admin

The question of whether a bypass trust can include financial literacy requirements before disbursement is increasingly relevant in estate planning, …

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Can I require drug testing before distributions are made?

June 6, 2025 by admin

The question of whether you can require drug testing before distributions are made from a trust is a complex one, …

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Can I include trust terms for funding emergency evacuation plans?

June 6, 2025 by admin

The question of incorporating funding for emergency evacuation plans within a trust is increasingly relevant, especially given the rise in …

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Recent Posts

  • Can a CRT hold real property under a conservation easement?
  • Can I assign roles for family members in my estate’s charitable giving?
  • Can I use a revocable trust for philanthropy?

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