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Wildomar Estate Planning

Can a CRT benefit a social enterprise structured as a hybrid entity?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) can indeed benefit a social enterprise structured as a hybrid entity, though the structure requires careful …

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Can a testamentary trust help manage family-controlled trademarks or brands?

June 4, 2025 by admin

A testamentary trust can indeed be a powerful tool for managing family-controlled trademarks or brands, offering a structured approach to …

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Can a special needs trust help pay for advocacy services?

June 4, 2025 by admin

Navigating the complexities of care and support for a loved one with special needs often requires more than just financial …

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How do I keep my testamentary trust private?

June 4, 2025 by admin

Testamentary trusts, established through a will, offer a powerful way to manage assets after death, but maintaining privacy around these …

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How can the trust be coordinated with a benefits eligibility review?

June 4, 2025 by admin

Coordinating a trust with benefits eligibility reviews, particularly for programs like Medicaid (Medi-Cal in California) and Supplemental Security Income (SSI), …

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Recent Posts

  • Can I require a co-signer for large distributions?
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