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Wildomar Estate Planning

Can I use a CRT to provide income for an ex-spouse?

June 7, 2025 by admin

Certainly, a Charitable Remainder Trust (CRT) can be strategically employed to provide income to an ex-spouse as part of a …

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Are testamentary trusts suitable for international estate plans?

June 7, 2025 by admin

Testamentary trusts, created through a will, present unique considerations when integrated into international estate plans, demanding careful navigation of differing …

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Can I require that environmental sustainability scores be maintained for trust assets?

June 7, 2025 by admin

The concept of integrating Environmental, Social, and Governance (ESG) factors, including environmental sustainability scores, into trust management is gaining traction, …

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Can a CRT help reduce state income taxes?

June 7, 2025 by admin

A Charitable Remainder Trust (CRT) can indeed be a powerful tool for reducing state income taxes, while simultaneously supporting the …

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Can a special needs trust provide funds for freelance contract negotiation help?

June 7, 2025 by admin

Absolutely, a special needs trust can, and often *should*, provide funds for freelance contract negotiation help, especially when the beneficiary …

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