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Escondido Estate Planning

Can I tie distribution increases to verified charitable contributions?

May 30, 2025 by admin

The concept of incentivizing charitable giving through estate planning is increasingly popular, and yes, you can absolutely structure a trust …

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Can I include transition-out planning when the beneficiary reaches retirement age?

May 30, 2025 by admin

Planning for the future is essential, and that includes anticipating how a trust will function as a beneficiary approaches retirement …

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Can the bypass trust purchase real property in the name of a minor beneficiary?

May 30, 2025 by admin

The question of whether a bypass trust can purchase real property in the name of a minor beneficiary is complex …

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Can I specify educational milestones for distributions to grandchildren?

May 30, 2025 by admin

Planning for the future financial well-being of grandchildren is a common goal for many, and increasingly, grandparents are looking beyond …

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Can I build donor legacy milestones into a CRT agreement?

May 30, 2025 by admin

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

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Recent Posts

  • Can I require a licensed fiduciary to manage distributions?
  • Can I tie distribution increases to verified charitable contributions?
  • Can I include transition-out planning when the beneficiary reaches retirement age?

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