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Escondido Estate Planning

Can I name someone to manage just my business assets in the trust?

June 4, 2025 by admin

The question of segregating business assets within a trust, while maintaining personal asset control elsewhere, is a common one for …

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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 complex, yet potentially beneficial, structure …

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Can I structure the trust to support cooperative housing for beneficiaries?

June 4, 2025 by admin

Absolutely, a trust can be structured to support cooperative housing for beneficiaries, offering a unique and potentially beneficial arrangement for …

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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 a paramount concern for any parent, …

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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 the trust. …

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