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Escondido Estate Planning

What is a dynasty trust?

June 6, 2025 by admin

A dynasty trust, also known as a generational wealth trust, is an irrevocable trust designed to last for multiple generations, …

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Can a special needs trust include funding for collaborative family care meetings?

June 6, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include funding for collaborative family care meetings; these meetings are vital …

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Can a trust specify how disputes are mediated?

June 6, 2025 by admin

Yes, a trust can absolutely specify how disputes are mediated, and proactively including these provisions is a cornerstone of effective …

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Can a special needs trust fund backup assistive devices?

June 6, 2025 by admin

Navigating the financial landscape for individuals with special needs requires careful planning, and a critical component of that planning often …

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Can a special needs trust fund secure cloud storage for medical data?

June 6, 2025 by admin

The question of whether a special needs trust (SNT) can fund cloud storage for medical data is increasingly relevant in …

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Recent Posts

  • What is a dynasty trust?
  • Can a special needs trust include funding for collaborative family care meetings?
  • Can a trust specify how disputes are mediated?

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