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Can the trust disqualify any beneficiary involved in criminal activity?

May 31, 2025 by admin

Establishing a trust is a powerful way to manage assets and ensure their distribution aligns with your wishes, but what …

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Can I coordinate a bypass trust with my business succession plan?

May 31, 2025 by admin

The seamless integration of a bypass trust—also known as a B Trust—with your business succession plan is not only possible …

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Can a trust include behavioral benchmarks?

May 31, 2025 by admin

The question of whether a trust can include behavioral benchmarks is increasingly relevant as estate planning evolves beyond simply asset …

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What are the advantages of a revocable living trust?

May 31, 2025 by admin

A revocable living trust offers a powerful and flexible approach to estate planning, allowing individuals to maintain control of their …

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Can I require independent audits every five years?

May 31, 2025 by admin

The question of implementing independent audits for your estate plan, specifically trusts, every five years is a prudent one, and …

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What happens to unused trust funds if the beneficiary dies unexpectedly?

May 31, 2025 by admin

The fate of unused trust funds when a beneficiary passes away unexpectedly is a crucial aspect of estate planning often …

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What are the most common mistakes in drafting a testamentary trust?

May 31, 2025 by admin

Testamentary trusts, established within a will, offer a powerful tool for managing assets after death, but their complexity makes them …

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Can I restrict trust fund access until a family business contribution is made?

May 31, 2025 by admin

The question of whether you can restrict trust fund access until a beneficiary contributes to a family business is a …

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Can I restrict investments in fossil fuels through my CRT’s portfolio?

May 31, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can the trust pay for wellness retreats focused on disability support?

May 31, 2025 by admin

Navigating the financial aspects of care for a loved one with a disability is often complex, and a common question …

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Recent Posts

  • Can the trust disqualify any beneficiary involved in criminal activity?
  • Can I coordinate a bypass trust with my business succession plan?
  • Can a trust include behavioral benchmarks?

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