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Can I provide different inheritance shares to children from different marriages?

June 6, 2025 by admin

The question of whether you can provide different inheritance shares to children from different marriages is a common one, and …

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Can a CRT participate in place-based philanthropy strategies?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) are often thought of as vehicles for income and tax benefits for donors, but their potential …

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Is a testamentary trust required to file its own tax return?

June 6, 2025 by admin

Yes, a testamentary trust is generally required to file its own tax return if it generates income exceeding certain thresholds, …

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Can a special needs trust fund sensory therapy sessions?

June 6, 2025 by admin

Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial element of that …

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Can a special needs trust support peer accountability groups?

June 5, 2025 by admin

The question of whether a special needs trust (SNT) can fund peer accountability groups is nuanced, demanding a careful look …

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Can I require beneficiaries to meet certain criteria before distribution?

June 5, 2025 by admin

The question of whether you can require beneficiaries to meet certain criteria before receiving distributions from a trust is a …

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Can the trust allow early payouts in hardship cases?

June 5, 2025 by admin

Trusts, while often perceived as rigid structures dictating asset distribution, can indeed be drafted to accommodate early payouts in genuine …

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Can I assign maintenance clauses for heirloom objects in a testamentary trust?

June 5, 2025 by admin

Yes, you absolutely can and often should assign maintenance clauses for heirloom objects within a testamentary trust, allowing for the …

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Can the trust include access to emergency planning consultants?

June 5, 2025 by admin

Absolutely, a trust can, and in many forward-thinking estate plans, *should* include provisions for access to emergency planning consultants. This …

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How can a trust protect my assets for future generations?

June 5, 2025 by admin

The antique grandfather clock chimed eleven times, its resonant gong echoing through the cavernous Victorian home. Margaret clutched the faded …

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