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How do I ensure that the trust aligns with local and federal regulations?

June 5, 2025 by admin

Establishing a trust is a powerful tool for estate planning, but its effectiveness hinges on strict adherence to both local …

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Can I include a clause requiring annual family meetings?

June 5, 2025 by admin

The question of incorporating a requirement for annual family meetings within a trust document is a frequently asked one, and …

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Can I put family heirlooms in the trust with instructions?

June 5, 2025 by admin

Absolutely, family heirlooms can and often *should* be included within a comprehensive estate plan, specifically a trust, with detailed instructions …

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Can I include legacy media projects, like books or documentaries, in the trust?

June 5, 2025 by admin

Absolutely, legacy media projects such as books, documentaries, music, or even digital content can be included within a comprehensive estate …

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Can a trust include a clause for intergenerational co-housing support?

June 5, 2025 by admin

Absolutely, a trust can, and increasingly *should*, include clauses for intergenerational co-housing support, reflecting a growing trend toward families seeking …

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Can I tie disbursements to charitable work done by the beneficiary?

June 5, 2025 by admin

The question of whether you can tie disbursements from a trust to charitable work performed by the beneficiary is a …

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Can I require co-trustees to make decisions unanimously?

June 5, 2025 by admin

The question of whether you can require co-trustees to make decisions unanimously is a common one in estate planning, and …

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Can a special needs trust cover resume-building software?

June 5, 2025 by admin

Navigating the financial aspects of caring for a loved one with special needs requires careful consideration, and a common question …

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Can a CRT be leveraged to create matching challenges for public donors?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) present a surprisingly effective, yet often overlooked, mechanism for stimulating public donations through matching challenges. While …

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Why is it called “revocable”?

June 5, 2025 by admin

The term “revocable” in the context of a revocable living trust refers to the grantor’s – the person creating the …

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