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Escondido Estate Planning

Can I fund open-source legacy projects with estate funds?

June 4, 2025 by admin

The question of incorporating philanthropic goals, such as funding open-source legacy projects, into estate planning is increasingly common, and thankfully, …

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Can a CRT allow the donor to review grantmaking before termination?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are complex estate planning tools that offer significant tax benefits while supporting charitable organizations, but the …

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Can a bypass trust hold income-generating rental properties?

June 4, 2025 by admin

A bypass trust, also known as a credit shelter trust or a B trust, is a powerful estate planning tool …

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Can I require carbon footprint reduction goals for real estate use?

June 4, 2025 by admin

The increasing focus on environmental sustainability has led many to consider how to reduce carbon footprints across various sectors, including …

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Can a special needs trust help pay for advocacy services?

June 4, 2025 by admin

Navigating the complexities of care and support for a loved one with special needs often necessitates strong advocacy – ensuring …

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