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Escondido Estate Planning

Can I use the trust to reward long-term behavior?

June 7, 2025 by admin

Absolutely, a trust can be a remarkably effective tool for incentivizing and rewarding long-term behavior, extending far beyond simply distributing …

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Can a special needs trust support a training program for using adaptive technology?

June 7, 2025 by admin

Absolutely, a special needs trust can, and often should, support training programs for using adaptive technology, ensuring beneficiaries with disabilities …

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Who can create an irrevocable trust?

June 7, 2025 by admin

Virtually anyone with legal capacity can create an irrevocable trust, but understanding the implications is crucial before taking the leap. …

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Can a special needs trust include cost-sharing incentives for shared-use adaptive devices?

June 7, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include provisions for cost-sharing incentives related to shared-use adaptive devices, benefiting …

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Can I assign a CRT’s income interest to a different trust?

June 7, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …

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Recent Posts

  • Can I use the trust to reward long-term behavior?
  • Can a special needs trust support a training program for using adaptive technology?
  • Who can create an irrevocable trust?

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