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Can the trust withhold funds during legal disputes?

June 8, 2025 by admin

Navigating legal battles is stressful enough without the added worry of how those disputes impact your financial security, and a …

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Can I include backup beneficiaries for unused trust funds?

June 8, 2025 by admin

The question of designating backup, or contingent, beneficiaries for trust funds is a common one, and absolutely, you can, and …

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Can a special needs trust subsidize therapeutic gardening infrastructure?

June 8, 2025 by admin

Absolutely, a special needs trust can indeed subsidize therapeutic gardening infrastructure, provided it aligns with the beneficiary’s care plan and …

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Can I use the trust to support future family reunions?

June 8, 2025 by admin

Establishing a trust is a significant step in securing your family’s financial future, and many clients, like those of Steve …

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Can I support language learning for descendants living abroad?

June 8, 2025 by admin

Planning for the future of your descendants includes more than just financial security; it can also encompass supporting their cultural …

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Can the trust withhold funds during legal disputes?

June 8, 2025 by admin

Trusts, while powerful tools in estate planning, aren’t immune to the realities of legal challenges. When a trust finds itself …

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Can I use a trust to mandate family business succession rules?

June 8, 2025 by admin

The question of whether a trust can effectively mandate family business succession rules is a crucial one for many business …

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Can I receive a tax deduction in more than one year from a CRT?

June 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are complex estate planning tools that allow individuals to donate assets to a trust, receive income …

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Can I require the trustee to follow specific ethical investment guidelines?

June 8, 2025 by admin

As a California resident, establishing a trust is a powerful tool for managing and distributing your assets, but it also …

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Can I support language learning for descendants living abroad?

June 8, 2025 by admin

As a devoted grandparent, the thought of future generations losing connection to their heritage is deeply concerning, and naturally, many …

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  • Can the trust withhold funds during legal disputes?
  • Can I include backup beneficiaries for unused trust funds?
  • Can a special needs trust subsidize therapeutic gardening infrastructure?

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