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Escondido Estate Planning

Can a bypass trust be used to establish a family endowment fund?

June 4, 2025 by admin

Absolutely, a bypass trust, also known as a credit shelter trust, can indeed be a powerful tool in establishing a …

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Can a bypass trust be funded by retirement account proceeds?

June 4, 2025 by admin

The question of whether a bypass trust can be funded by retirement account proceeds is a complex one, deeply intertwined …

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Can I appoint someone to act as a family historian through the trust?

June 4, 2025 by admin

The question of designating a family historian within a trust is an increasingly popular one, reflecting a desire to preserve …

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Can a testamentary trust be used to fund a life insurance policy?

June 4, 2025 by admin

Yes, a testamentary trust can absolutely be used to fund a life insurance policy, though it’s a slightly less common …

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Can I require beneficiaries to meet life goals before inheriting?

June 4, 2025 by admin

The desire to incentivize positive life choices in one’s heirs is a common one, and thankfully, modern estate planning tools …

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