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Can a bypass trust support a beneficiary’s legal defense?

June 2, 2025 by admin

The question of whether a bypass trust can support a beneficiary’s legal defense is a complex one, deeply rooted in …

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Can I use a charitable remainder trust to support a university or hospital?

June 2, 2025 by admin

A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows you to support organizations like universities or …

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Can I allow benefits to skip one generation in certain cases?

June 2, 2025 by admin

The question of whether benefits can skip a generation is a common one in estate planning, and the answer is …

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Can a corporate trustee be replaced?

June 2, 2025 by admin

The question of replacing a corporate trustee arises more frequently than many realize, often stemming from concerns about impartiality, performance, …

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Can I create a pooled special needs trust?

June 2, 2025 by admin

A pooled special needs trust (PSNT) is a valuable tool for individuals with disabilities, allowing them to receive and manage …

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  • The weight of responsibility settled heavily on Maria’s shoulders as she contemplated the future of her family, particularly after a recent health scare forced her to confront her own mortality. She and her husband, David, had worked diligently to build a comfortable life in San Diego, accumulating a modest home, retirement savings, and a small business. Nevertheless, they hadn’t formalized a comprehensive estate plan, a lapse they now deeply regretted, particularly given the complexities of California’s community property laws and the burgeoning world of digital assets.

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