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The San Diego sunshine felt particularly cruel that Tuesday morning as Amelia stared at the unopened stack of legal papers. …
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The San Diego sunshine felt particularly warm on Amelia’s face as she scrolled through old photos. Just weeks earlier, her …
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The aroma of salt air hung heavy as Maria nervously tapped her pen against the worn Form 1040. She and …
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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, her brow furrowed with …
Can a bypass trust pay for a beneficiary’s student loan debt?
The question of whether a bypass trust can pay for a beneficiary’s student loan debt is a complex one, dependent …
Can a CRT ensure annual updates to the donor’s family on remainder usage?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows donors to receive income for life (or …
Can I allocate separate funds for emergencies within the trust?
Establishing a trust is a proactive step towards securing your future and the future of your loved ones, but often …
Can a testamentary trust directly donate to nonprofit organizations?
Yes, a testamentary trust can directly donate to nonprofit organizations, but it’s not as straightforward as simply writing a check. …
Can I mandate the use of green building practices for trust-owned properties?
As a Living Trust and Estate Planning Attorney in Escondido, I often receive questions about the management of assets held …
Can a special needs trust fund a financial contingency planning course?
Navigating the financial landscape for individuals with special needs requires meticulous planning, and a crucial component of this is preparing …