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Escondido Estate Planning

Can I assign real estate maintenance responsibilities to heirs?

May 31, 2025 by admin

The question of assigning real estate maintenance responsibilities to heirs is complex, and while not a direct “assignment” in the …

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Can I authorize drone or satellite monitoring of estate property?

May 31, 2025 by admin

The question of utilizing drone or satellite monitoring for estate property is increasingly relevant in today’s technologically advanced world, but …

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Can a bypass trust make loans instead of outright distributions?

May 31, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust or an exemption trust—can make loans instead …

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Can I require the trustee to invest in low-volatility portfolios?

May 31, 2025 by admin

Absolutely, you can, and often should, discuss investment preferences, including a focus on low-volatility portfolios, with your trustee and formally …

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Can I make distributions based on age brackets?

May 31, 2025 by admin

Absolutely, structuring distributions from a trust based on age brackets is a very common and effective estate planning technique, offering …

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Recent Posts

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