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Wildomar Estate Planning

Can a bypass trust pay for a beneficiary’s student loan debt?

June 7, 2025 by admin

The question of whether a bypass trust can pay for a beneficiary’s student loan debt is complex and depends heavily …

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Can I require pre-marital agreements for beneficiaries?

June 7, 2025 by admin

As an estate planning attorney in Wildomar, I frequently encounter situations where clients wish to protect assets intended for their …

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Can I prohibit certain investments in the trust?

June 7, 2025 by admin

Absolutely, as the grantor of a trust, you possess significant control over its terms, including the ability to specifically restrict …

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Can I assign generational financial literacy benchmarks to the trust?

June 7, 2025 by admin

The question of incorporating financial literacy benchmarks into a trust for future generations is gaining traction as estate planning attorneys …

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Can I prioritize certain beneficiaries based on need?

June 7, 2025 by admin

The question of whether you can prioritize certain beneficiaries based on need is a common one in estate planning, and …

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Recent Posts

  • Can a bypass trust pay for a beneficiary’s student loan debt?
  • Can I require pre-marital agreements for beneficiaries?
  • Can a trust limit how much can be withdrawn annually?

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