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Escondido Estate Planning

Can I include seasonal distribution options based on beneficiary needs?

June 5, 2025 by admin

Planning for the future with a trust isn’t simply about transferring assets; it’s about ensuring those assets provide ongoing support …

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Can a bypass trust allocate assets for disaster relief in family emergencies?

June 5, 2025 by admin

A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …

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Can I prohibit smoking or substance use as a condition of benefits?

June 5, 2025 by admin

The question of whether a grantor can prohibit smoking or substance use as a condition of receiving benefits from a …

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Can the trust include reentry planning from an institution or hospital stay?

June 5, 2025 by admin

Absolutely, a comprehensive trust, expertly crafted by an attorney like Steve Bliss, can and *should* include provisions for reentry planning …

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Can I require a trustee assistant for beneficiaries with disabilities?

June 5, 2025 by admin

Navigating the complexities of trust administration is already a significant undertaking, but when a beneficiary has a disability, the need …

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  • Can I include seasonal distribution options based on beneficiary needs?
  • Can a bypass trust allocate assets for disaster relief in family emergencies?
  • Can I prohibit smoking or substance use as a condition of benefits?

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