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Wildomar Estate Planning

Can I include loan provisions for beneficiaries in a testamentary trust?

June 4, 2025 by admin

Yes, it is absolutely possible to include loan provisions for beneficiaries within a testamentary trust, though careful consideration and precise …

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Can the CRT remainder fund a micro-grant program?

June 4, 2025 by admin

A Charitable Remainder Trust (CRT) offers a fascinating avenue for philanthropic endeavors, and the question of whether the remainder interest …

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Can I restrict annual payouts to a maximum percent of average trust value?

June 4, 2025 by admin

The question of limiting annual payouts from a trust to a percentage of its average value is a common one, …

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Can testamentary trust documents include version control history?

June 4, 2025 by admin

The concept of version control, commonly associated with software development and digital documents, presents an interesting challenge when applied to …

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Can the trust pay for digital memory-keeping services?

June 4, 2025 by admin

The question of whether a trust can pay for digital memory-keeping services, like online photo storage, digital legacy platforms, or …

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