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A Moreno Valley Probate Attorney Answers: How Long After Probate Can Funds Be Distributed?

May 28, 2023 by admin

Probate is a legal process that involves the administration and distribution of a deceased person’s estate. As beneficiaries eagerly await …

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Can I place funds in a trust that only become available during a recession?

June 4, 2025 by admin

Yes, it is indeed possible to structure a trust so that funds are only available to beneficiaries during specific economic …

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Can a special needs trust offer resources for supported decision-making models?

June 4, 2025 by admin

Absolutely, a special needs trust can be a powerful tool to facilitate and fund supported decision-making models, enabling individuals with …

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Can a bypass trust terminate automatically upon reaching a certain asset threshold?

June 4, 2025 by admin

The question of whether a bypass trust can terminate automatically upon reaching a certain asset threshold is complex and depends …

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Can I allocate a portion of my business succession plan to a CRT?

June 4, 2025 by admin

Certainly, allocating a portion of your business succession plan to a Charitable Remainder Trust (CRT) is a sophisticated estate planning …

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Can a special needs trust fund subscriptions for accessible reading materials?

June 4, 2025 by admin

Absolutely, a special needs trust can, and often should, fund subscriptions for accessible reading materials, provided it aligns with the …

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Can I require the trust to maintain a percentage in liquid assets?

June 4, 2025 by admin

Absolutely, you can, and often should, require a trust to maintain a certain percentage in liquid assets, ensuring the trust …

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Can a testamentary trust be used to fund a life insurance policy?

June 4, 2025 by admin

A testamentary trust, created within a will, can indeed be designated as the beneficiary of a life insurance policy, though …

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Can a bypass trust terminate automatically upon reaching a certain asset threshold?

June 4, 2025 by admin

The concept of a bypass trust, also known as a credit shelter trust, is designed to take advantage of the …

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Can I allocate a portion of my business succession plan to a CRT?

June 4, 2025 by admin

Absolutely, incorporating a Charitable Remainder Trust (CRT) into your business succession plan is a sophisticated strategy that can provide significant …

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Can a special needs trust fund subscriptions for accessible reading materials?

June 4, 2025 by admin

The question of whether a special needs trust (SNT) can fund subscriptions for accessible reading materials is a common one, …

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