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Escondido Estate Planning

What happens if a trustee breaches their fiduciary duty?

May 31, 2025 by admin

A trustee has a legal and ethical obligation to act in the best interests of the beneficiaries of a trust, …

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Do testamentary trusts require a separate tax ID?

May 31, 2025 by admin

Testamentary trusts, created through a will, often necessitate a separate tax ID, formally known as an Employer Identification Number (EIN), …

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Can I require mental health assessments before distributions?

May 31, 2025 by admin

The question of whether you can require mental health assessments before distributions from a trust is complex, deeply rooted in …

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Can a bypass trust fund the construction of an ADU for caregiving relatives?

May 31, 2025 by admin

Navigating the complexities of estate planning often brings up unique scenarios, and the question of using trust funds for specific …

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Can I prohibit trustee investment in AI or emerging tech sectors?

May 31, 2025 by admin

The question of restricting a trustee’s investment choices, particularly concerning rapidly evolving sectors like artificial intelligence (AI) and emerging technologies, …

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Recent Posts

  • What happens if a trustee breaches their fiduciary duty?
  • Do testamentary trusts require a separate tax ID?
  • Do testamentary trusts require a separate tax ID?

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