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Wildomar Estate Planning

Can I use a CRT to promote bilingual education initiatives?

June 5, 2025 by admin

Community Reinvestment Trusts (CRTs) offer a surprisingly versatile tool for funding a diverse range of initiatives, and bilingual education is …

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

June 5, 2025 by admin

Absolutely, a thoughtfully drafted trust can be a powerful tool for funding future family-owned ventures, but it requires careful planning …

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Can a bypass trust qualify for the marital deduction?

June 5, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can qualify for the …

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Can the trust assist with debt management services for the beneficiary?

June 5, 2025 by admin

Establishing a trust is often viewed as a means to protect assets and ensure their proper distribution after one’s passing, …

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Can a bypass trust allocate funds for travel required by family obligations?

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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Recent Posts

  • When considering the future security of loved ones, many families in San Diego find themselves grappling with complex questions surrounding asset protection and estate distribution, and unfortunately, many delay planning, believing it’s only for the wealthy or elderly.

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