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Wildomar Estate Planning

Can I restrict trust fund access until a family business contribution is made?

May 31, 2025 by admin

The question of whether you can restrict trust fund access until a beneficiary makes a contribution to a family business …

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Can the trust pay for wellness retreats focused on disability support?

May 31, 2025 by admin

Trusts, when properly structured, offer a remarkable degree of flexibility in how they can be used to benefit beneficiaries, but …

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Can I avoid double taxation on inherited property?

May 31, 2025 by admin

Inherited property, while often providing significant financial benefit, can present complex tax implications, and the question of avoiding double taxation …

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Can a special needs trust support multilingual mental health resources?

May 31, 2025 by admin

Absolutely, a special needs trust can, and often should, support multilingual mental health resources for beneficiaries who require them, ensuring …

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Can a special needs trust support hiring a remote executive assistant?

May 31, 2025 by admin

Navigating the complexities of a special needs trust requires careful consideration of allowable expenses, and the question of funding a …

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