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Wildomar Estate Planning

Can I make trust distributions conditional on climate-related philanthropy?

June 5, 2025 by admin

The idea of tying trust distributions to charitable giving, particularly concerning climate-related philanthropy, is gaining traction as beneficiaries increasingly prioritize …

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Can the income payments from the CRT be deferred?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …

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Can I mandate that assets be held until real estate prices reach a target value?

June 5, 2025 by admin

The question of controlling the timing of asset distribution within a trust, specifically tying it to real estate price appreciation, …

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Can a special needs trust support creative writing or music therapy classes?

June 5, 2025 by admin

Absolutely, a special needs trust can be designed to support a wide range of beneficial activities for the beneficiary, including …

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Can a bypass trust contain social credit or behavior tracking clauses?

June 5, 2025 by admin

The question of whether a bypass trust can contain social credit or behavior tracking clauses is a complex one, venturing …

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Recent Posts

  • Can I make trust distributions conditional on climate-related philanthropy?
  • Can the income payments from the CRT be deferred?
  • Can I mandate that assets be held until real estate prices reach a target value?

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