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Can a trust include no-contest clauses?

May 9, 2025 by admin

The inclusion of no-contest clauses, also known as “in terrorem” clauses, within a trust document is a common yet complex …

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Can a trust include delayed review periods before funds are distributed?

May 9, 2025 by admin

The question of whether a trust can include delayed review periods before funds are distributed is a common one for …

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Can a trust include a social equity clause for vendor selection?

May 9, 2025 by admin

The question of whether a trust can include a social equity clause for vendor selection is gaining traction as grantmakers …

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Can a trust impose restrictions based on political activity?

May 9, 2025 by admin

The question of whether a trust can impose restrictions based on political activity is a complex one, steeped in legal …

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Can a trust hold fractional ownership in shared family property?

May 9, 2025 by admin

The question of whether a trust can hold fractional ownership in shared family property is a common one, particularly in …

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  • The San Diego sun beat down on the patio as Maria nervously reviewed the stack of documents. Her husband, David, had unexpectedly passed away six months prior, leaving her with a complex estate and a growing sense of overwhelm. They had always intended to create a comprehensive estate plan, but life kept getting in the way. Now, Maria found herself facing probate court, mounting legal fees, and the daunting task of distributing their assets according to California law, a process far more complicated than she’d ever imagined.

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