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Wildomar Estate Planning

Can I set limitations for luxury purchases via trust distributions?

June 5, 2025 by admin

The question of controlling how beneficiaries spend trust assets, specifically regarding luxury purchases, is a common one for estate planning …

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What are the risks of using an irrevocable trust?

June 5, 2025 by admin

Irrevocable trusts, while powerful tools in estate planning, aren’t without potential downsides and risks that individuals considering them should thoroughly …

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Can I establish rotating disbursement privileges among co-beneficiaries?

June 5, 2025 by admin

The question of whether you can establish rotating disbursement privileges among co-beneficiaries is a complex one, deeply rooted in the …

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Can I require skill certifications before certain distributions are released?

June 5, 2025 by admin

The question of whether a grantor can require skill certifications before distributions are released from a trust is a nuanced …

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Can a special needs trust pay for accessible cooking appliances?

June 5, 2025 by admin

The question of whether a special needs trust can pay for accessible cooking appliances is a common one for families …

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