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Should I record my trust with the county?

June 6, 2025 by admin

Recording a trust with the county recorder’s office is a common question for individuals establishing estate plans, and while not …

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Can the CRT include a grant review committee appointed by the donor?

June 6, 2025 by admin

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

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Can the trust be structured to create annual competitions or awards for heirs?

June 6, 2025 by admin

Absolutely, a trust can be meticulously structured to establish annual competitions or awards for its beneficiaries, incentivizing personal growth, achievement, …

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Can a special needs trust fund participation in disability advocacy?

June 6, 2025 by admin

The question of whether a special needs trust (SNT) can participate in disability advocacy is complex, but generally, the trust …

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Can a testamentary trust fund apprenticeships in lieu of college tuition?

June 6, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, offer a surprisingly flexible vehicle for supporting future generations, …

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Can I require monthly budget reports from the trustee?

June 5, 2025 by admin

As a beneficiary of a trust, the ability to receive regular financial reports, like monthly budget reports, from the trustee …

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Can I mandate that the trust offer mentorship stipends?

June 5, 2025 by admin

The question of whether a trust can mandate mentorship stipends is a fascinating intersection of estate planning, charitable giving, and …

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Can a special needs trust offer disaster evacuation planning?

June 5, 2025 by admin

The question of whether a special needs trust (SNT) can incorporate disaster evacuation planning is increasingly relevant, particularly in regions …

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Can a special needs trust provide customized wearable tech for mobility tracking?

June 5, 2025 by admin

The question of whether a special needs trust can fund customized wearable tech for mobility tracking is increasingly relevant as …

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What tools can help me find the best estate planning attorney near me?

June 5, 2025 by admin

The clock ticked relentlessly, its rhythmic cadence amplifying Sarah’s growing anxiety. Her grandmother’s passing had left a void in her …

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