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Can I require that a portion of all distributions go to a family charitable trust?

May 31, 2025 by admin

Yes, it is possible to structure a trust to require a portion of all distributions to go to a family …

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Can a CRT receive proceeds from a qualified opportunity zone investment?

May 31, 2025 by admin

The intersection of Charitable Remainder Trusts (CRTs) and Qualified Opportunity Zone (QOZ) investments presents a complex, yet potentially beneficial, strategy …

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Can a special needs trust subsidize backup power supplies for medical devices?

May 31, 2025 by admin

Navigating the complexities of special needs trusts and ensuring consistent medical care requires careful planning, especially when dealing with life-sustaining …

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Can I require annual reviews of trustee performance?

May 31, 2025 by admin

As a trustee, or as the beneficiary of a trust, understanding how to oversee trustee performance is crucial for ensuring …

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Can I grant heirs tokens to vote on charitable causes funded by the estate?

May 31, 2025 by admin

The idea of allowing heirs to “vote” on charitable distributions from an estate is a fascinating and increasingly popular concept, …

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How do I know if a special needs trust is the right option?

May 31, 2025 by admin

Navigating the complexities of providing for a loved one with special needs requires careful consideration, and a special needs trust, …

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Can a special needs trust subsidize backup power supplies for medical devices?

May 31, 2025 by admin

Navigating the complexities of special needs trusts and ensuring uninterrupted medical care for a loved one requires careful planning and …

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Can I cap the trust’s exposure to any one investment sector?

May 31, 2025 by admin

Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice, especially in today’s volatile …

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Can I require ethical certification from investment managers?

May 31, 2025 by admin

The question of whether you can, and should, require ethical certification from investment managers is increasingly relevant in today’s financial …

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Can I include successor income recipients in a CRT?

May 31, 2025 by admin

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

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  • Can I require that a portion of all distributions go to a family charitable trust?
  • Can a CRT receive proceeds from a qualified opportunity zone investment?
  • Can a special needs trust subsidize backup power supplies for medical devices?

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