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Escondido Estate Planning

Can a trust pay for ergonomic workstations at home or school?

June 4, 2025 by admin

Trusts, often established for the benefit of individuals—especially those with special needs—can indeed be utilized to fund ergonomic workstations for …

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Can I establish a private fund for heirs’ future charitable interests?

June 4, 2025 by admin

Yes, establishing a private fund for heirs’ future charitable interests is absolutely possible, and increasingly popular as a method of …

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Can a CRT be tied to the donor’s ESG investing preferences?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …

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Can the trust disallow purchases over a certain dollar amount without prior approval?

June 4, 2025 by admin

Absolutely, a trust can, and often *should*, disallow purchases over a certain dollar amount without prior approval, offering a crucial …

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Can a trust be created for a couple but split later?

June 4, 2025 by admin

Yes, a trust can absolutely be created for a couple and later divided, though the process isn’t always simple and …

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Recent Posts

  • Can a trust pay for ergonomic workstations at home or school?
  • Can I establish a private fund for heirs’ future charitable interests?
  • Can a CRT be tied to the donor’s ESG investing preferences?

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