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Escondido Estate Planning

Can I make distributions dependent on financial literacy training?

June 3, 2025 by admin

The idea of tying distributions from a trust or estate to a beneficiary’s completion of financial literacy training is gaining …

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Can I require a psychologist’s certification for mentally ill heirs before disbursement?

June 3, 2025 by admin

Navigating estate distribution to heirs with mental health challenges presents unique legal and ethical considerations, and while a direct requirement …

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Can the trust include protections from creditors of the beneficiaries?

June 3, 2025 by admin

Absolutely, a trust can be structured to include protections from the creditors of its beneficiaries, although the degree of protection …

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Can the trust cover retraining for a mid-career job change?

June 3, 2025 by admin

The question of whether a trust can cover retraining for a mid-career job change is multifaceted, hinging on the specific …

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Who pays taxes on income from the trust?

June 3, 2025 by admin

Determining who pays taxes on income from a trust is a surprisingly complex question, and the answer depends heavily on …

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Recent Posts

  • Can I make distributions dependent on financial literacy training?
  • Can I require a psychologist’s certification for mentally ill heirs before disbursement?
  • Can the trust include protections from creditors of the beneficiaries?

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