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Can I create a bypass trust that adjusts distributions based on inflation indexes?

May 9, 2025 by admin

The question of whether you can create a bypass trust – also known as an AB trust – that adjusts …

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Can I convert a CRT into a charitable lead trust if needs change?

May 9, 2025 by admin

The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) is a complex one, and …

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Can I combine bypass trust terms with a generation-skipping trust structure?

May 9, 2025 by admin

The question of combining bypass trust terms with a generation-skipping trust (GST) structure is a sophisticated one often encountered by …

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Can I choose how and when assets are distributed to heirs?

May 9, 2025 by admin

The question of controlling the distribution of assets to heirs is central to estate planning, and absolutely, you can exert …

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Can I change the charitable remainder recipient if needed?

May 9, 2025 by admin

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

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Can I cap trust distributions based on wealth level of the beneficiary?

May 9, 2025 by admin

The question of whether you can cap trust distributions based on the wealth level of a beneficiary is a complex …

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  • Escondido Probate
  • Point Loma Estate Planning Law
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Recent Posts

  • Can I define allowable levels of investment risk tolerance in the trust?
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