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Escondido Estate Planning

Can I require dual signatures for distributions above a set amount?

June 1, 2025 by admin

Absolutely, incorporating a requirement for dual signatures on distributions exceeding a predetermined amount is a common and highly recommended practice …

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Can the trust handle debt repayment for heirs?

June 1, 2025 by admin

A properly structured trust can indeed handle debt repayment for heirs, but it’s not a simple yes or no answer; …

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Can I assign trustees with dual expertise in finance and sustainability?

June 1, 2025 by admin

The question of assigning trustees with dual expertise in finance and sustainability is increasingly relevant as beneficiaries and settlors prioritize …

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Can a special needs trust pay for ergonomic occupational equipment certification?

June 1, 2025 by admin

A special needs trust (SNT) can potentially pay for ergonomic occupational equipment certification, but the specifics depend heavily on the …

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Can a special needs trust include transportation planning services?

June 1, 2025 by admin

Absolutely, a special needs trust can and often *should* include provisions for transportation planning services, recognizing that reliable transport is …

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