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Escondido Estate Planning

Can a CRT accept donations from more than one individual?

June 1, 2025 by admin

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

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Can I require use of certain financial apps to receive payouts?

June 1, 2025 by admin

The question of mandating specific financial apps for receiving payouts, particularly within the context of trust distributions and estate settlements …

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Can I use a living trust in place of a power of attorney?

June 1, 2025 by admin

While both living trusts and powers of attorney are essential estate planning tools, they serve distinctly different purposes and cannot …

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Can a trust protector change beneficiaries?

June 1, 2025 by admin

The ability of a trust protector to change beneficiaries is a complex issue deeply rooted in the specific terms of …

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Can a CRT support an alumni program at a school or college?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and yes, they absolutely can be structured to support an alumni …

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