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Wildomar Estate Planning

Can beneficiaries receive regular distributions?

June 4, 2025 by admin

Yes, beneficiaries can absolutely receive regular distributions from a trust, and this is a core component of many estate plans …

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Can I assign an ombudsman role for beneficiary concerns?

June 4, 2025 by admin

The idea of assigning an ombudsman role for beneficiary concerns within a trust or estate plan is gaining traction, reflecting …

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Can a testamentary trust pay for a beneficiary’s medical bills?

June 4, 2025 by admin

A testamentary trust, established through a will and coming into effect after death, absolutely can be structured to pay a …

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Can the trust include language to accommodate digital will integration?

June 4, 2025 by admin

The question of integrating digital will provisions into a traditional trust is rapidly gaining relevance as our lives become increasingly …

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Can I require separate bank accounts for trust-managed funds?

June 4, 2025 by admin

Absolutely, requiring separate bank accounts for funds managed within a trust is not only permissible but often a best practice, …

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Recent Posts

  • Can a CRT be designed to automatically dissolve under certain regulatory conditions?
  • Can a special needs trust invest in the stock market?
  • Can a testamentary trust pay for a beneficiary’s medical bills?

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