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Escondido Estate Planning

Can a bypass trust shield inheritance from lawsuit judgments?

June 7, 2025 by admin

The question of whether a bypass trust can shield inheritance from lawsuit judgments is complex and depends heavily on state …

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Can I mandate tech-free retreats funded by the trust?

June 7, 2025 by admin

The question of whether a trust can fund – and even mandate – tech-free retreats for beneficiaries is complex, touching …

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Can a bypass trust be dissolved early if no longer needed?

June 7, 2025 by admin

The question of dissolving a bypass trust early is a common one, especially as circumstances change after its creation; while …

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Can I include alternative dispute resolution clauses?

June 7, 2025 by admin

Absolutely, incorporating alternative dispute resolution (ADR) clauses within your estate plan, specifically within your trust documents, is a proactive step …

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Can a trust subsidize peer mentor training for the beneficiary?

June 7, 2025 by admin

Yes, a trust can absolutely subsidize peer mentor training for a beneficiary, provided the trust document doesn’t explicitly prohibit such …

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Recent Posts

  • Can a bypass trust shield inheritance from lawsuit judgments?
  • Can I mandate tech-free retreats funded by the trust?
  • Can a bypass trust be dissolved early if no longer needed?

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