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What documents are needed for estate planning? The Law Firm of Steven F.Bliss Esq.(951) 223-7000 Trust Lawyer Other problems that might arise in your management of your trust include assessing financial institutions’ rights,preparing estate tax returns,being mindful of a recipient’s lenders,marshaling assets and understanding liabilities,reviewing the powers provided the trustee by the trust document,and considering what options you may have,as trustee,at hand.
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