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Escondido Estate Planning

Can a trustee be penalized for violating investment guidelines?

June 4, 2025 by admin

Absolutely, a trustee can face significant penalties for violating the investment guidelines outlined in a trust document or as dictated …

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Can I use a living trust to qualify for VA benefits?

June 4, 2025 by admin

The question of whether a living trust impacts VA benefit eligibility is a common one for veterans and their families, …

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Can I provide for relocation costs for heirs serving in underserved areas?

June 4, 2025 by admin

The question of incorporating relocation cost provisions for heirs dedicated to service in underserved areas within a trust or estate …

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Can a trust include clauses to fund entrepreneurial risk?

June 4, 2025 by admin

Absolutely, a trust can be structured to include clauses specifically designed to fund entrepreneurial risks, though it requires careful planning …

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Can I keep the trust secret from one of the beneficiaries?

June 4, 2025 by admin

The question of maintaining trust confidentiality, especially concerning specific beneficiaries, is a frequent one for estate planning attorneys like Steve …

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