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Wildomar Estate Planning

Can the trust pay for caregiving of elderly relatives?

June 6, 2025 by admin

Navigating the financial aspects of elder care is a significant concern for many families, and a common question arises: can …

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Can trust-held assets include virtual real estate or metaverse property?

June 6, 2025 by admin

The question of whether trust-held assets can include virtual real estate or metaverse property is rapidly evolving alongside the technological …

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Can a testamentary trust invest in the stock market?

June 6, 2025 by admin

Yes, a testamentary trust absolutely can invest in the stock market, and often does, though the extent and manner of …

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Can the trust assist with website accessibility services for the beneficiary?

June 6, 2025 by admin

As estate planning evolves, the needs of beneficiaries become increasingly diverse, extending beyond traditional financial support to encompass digital accessibility. …

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Can the trust convert between CRAT and CRUT formats?

June 6, 2025 by admin

The question of whether a trust can convert between Charitable Remainder Annuity Trust (CRAT) and Charitable Remainder Unitrust (CRUT) formats …

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Recent Posts

  • Can I require that distributions be managed by a licensed advisor?
  • Can trust-held assets include virtual real estate or metaverse property?
  • Can I use an irrevocable trust to cap the total inheritance?

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