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Wildomar Estate Planning

Can I restrict the sale of specific assets without trustee approval?

June 7, 2025 by admin

Navigating the complexities of trust administration often brings up questions about control, particularly regarding the disposition of assets held within …

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Can I direct how specific items are distributed through a testamentary trust?

June 7, 2025 by admin

Yes, you absolutely can direct how specific items are distributed through a testamentary trust, and in fact, that’s one of …

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Can a bypass trust distribute assets unevenly among beneficiaries?

June 7, 2025 by admin

The short answer is yes, a bypass trust, also known as a credit shelter trust or a B trust, can …

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Can a bypass trust include charitable beneficiaries?

June 7, 2025 by admin

The question of whether a bypass trust – also known as a QTIP trust or marital trust – can include …

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Can I require trustees to maintain professional liability insurance?

June 7, 2025 by admin

As a foundational element of sound estate planning, many individuals establishing trusts understandably wonder about safeguarding the assets within those …

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Recent Posts

  • Can I restrict the sale of specific assets without trustee approval?
  • Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?
  • Can a bypass trust distribute assets unevenly among beneficiaries?

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