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Escondido Estate Planning

Can the trust prioritize investment in local economic development?

June 2, 2025 by admin

Yes, a trust can absolutely be structured to prioritize investment in local economic development, although it requires careful planning and …

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Can a special needs trust fund professional organizational memberships?

June 2, 2025 by admin

Navigating the complexities of special needs trusts requires careful consideration of many factors, including the permissibility of using trust funds …

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Can I receive income from a charitable remainder trust for life?

June 2, 2025 by admin

A charitable remainder trust (CRT) is an irrevocable trust that allows you to donate assets, receive an income stream for …

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Can the trust pay beneficiaries only through a third-party administrator?

June 2, 2025 by admin

The question of whether a trust *can* mandate all distributions to beneficiaries flow solely through a third-party administrator (TPA) is …

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Can I require the trustee to work with a family council?

June 2, 2025 by admin

Establishing a family council can be a powerful tool for effective trust administration, but directly *requiring* a trustee to collaborate …

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