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

May 10, 2025 by admin

The question of directing specific item distribution within a testamentary trust is central to many estate planning discussions with clients …

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Can I direct a trust to fund new family-owned ventures after review?

May 10, 2025 by admin

The question of directing a trust to fund new family-owned ventures after review is a common one for estate planning …

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Can I create rotating trustee roles with shared fiduciary duties?

May 9, 2025 by admin

The concept of rotating trustee roles, while not explicitly forbidden, is complex and requires careful consideration under California law. It’s …

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Can I create provisions for funding care for family pets?

May 9, 2025 by admin

The question of providing for beloved companion animals within estate planning is increasingly common, reflecting the deepening bond between humans …

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Can I create multiple CRTs for different beneficiaries?

May 9, 2025 by admin

The question of whether you can establish multiple Charitable Remainder Trusts (CRTs) with differing beneficiaries is a common one for …

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Can I create impact milestones that trigger release of funds?

May 9, 2025 by admin

The question of structuring trust distributions based on achieving specific milestones, often termed “impact milestones,” is increasingly common, especially among …

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Can I create conditional clauses based on global events?

May 9, 2025 by admin

The question of incorporating global events into trust provisions—specifically, creating conditional clauses triggered by such events—is becoming increasingly common for …

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Can I create an ethical will alongside my legal estate plan?

May 9, 2025 by admin

The creation of an ethical will, also known as a legacy letter, is a deeply personal and increasingly popular addition …

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Relaxing Lawyer Estate Planning by Wolf Creek, Temecula CA.

May 18, 2024 by admin

I am in dire need of a delightful probate attorney around Crowne Hill in Temecula. He works out of multiple …

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Concerning Estate Planning Lawyer by Temecula CA.

May 18, 2024 by admin

… If you have a spouse and children that are not biologically related to that spouse, then the intestate property …

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