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Wildomar Estate Planning

Can I assign conditions to property inheritance such as upkeep or use?

June 5, 2025 by admin

The question of whether you can assign conditions to property inheritance, such as requiring upkeep or specific use, is a …

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Can I require publication of a trust performance report to all heirs annually?

June 5, 2025 by admin

The question of whether you can *require* annual performance reports for trust beneficiaries is multifaceted, deeply rooted in state law, …

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Can a special needs trust fund sensory-friendly home paint and lighting?

June 5, 2025 by admin

Absolutely, a special needs trust (SNT) can, and often should, fund sensory-friendly home modifications like paint and lighting, as these …

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

June 5, 2025 by admin

The question of whether a trust can encompass reentry planning following an institutional or hospital stay is a critical one, …

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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 challenging enough, but when beneficiaries have disabilities, the need for careful planning and …

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