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Wildomar Estate Planning

Can I require conditions before distributions are made?

June 6, 2025 by admin

The short answer is a resounding yes, you absolutely can require conditions before distributions are made from a trust, and …

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Can I set up staggered distributions for my children?

June 6, 2025 by admin

Yes, you absolutely can set up staggered distributions for your children, and it’s a remarkably common and wise estate planning …

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Can I mandate quarterly reports from trustees?

June 6, 2025 by admin

As a California resident, navigating the complexities of trust administration requires careful consideration, and the question of whether you can …

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Can a bypass trust mandate the creation of legacy projects?

June 6, 2025 by admin

The question of whether a bypass trust can mandate the creation of legacy projects is a fascinating intersection of estate …

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Can I require trustee succession planning within the trust document?

June 6, 2025 by admin

Absolutely, proactively planning for trustee succession is not only possible but is a highly recommended practice within comprehensive trust documents, …

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Recent Posts

  • Can a charitable remainder trust include environmental or ethical investment guidelines?
  • Can the trust restrict lobbying activity by the beneficiary charity?
  • Can I mandate quarterly reports from trustees?

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