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Can I attach social contribution metrics to large distributions?

May 10, 2025 by admin

The question of attaching social contribution metrics to large distributions from trusts is gaining traction as estate planning increasingly intersects …

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Can I assign successors to pets in a pet trust?

May 10, 2025 by admin

The question of providing for our beloved animal companions after we’re gone is increasingly common, and thankfully, the law is …

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Can I assign responsibility to review the trust annually with a third party?

May 10, 2025 by admin

The question of assigning annual trust review to a third party is a common one, and the answer is nuanced, …

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Can I assign priority access to estate housing for primary caregivers?

May 10, 2025 by admin

The question of whether you can assign priority access to estate housing for primary caregivers is a complex one, deeply …

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

May 10, 2025 by admin

The question of incorporating maintenance clauses for heirloom objects within a testamentary trust is a surprisingly common one, particularly amongst …

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Can I assign independent fiduciaries for high-value assets?

May 10, 2025 by admin

The question of assigning independent fiduciaries for high-value assets is a critical one in estate planning, especially for those with …

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Can I assign family leaders to evaluate trust success annually?

May 10, 2025 by admin

Establishing a trust is a significant step in estate planning, ensuring your assets are distributed according to your wishes. But …

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Can I allow beneficiaries to waive their share in favor of others?

May 9, 2025 by admin

The question of whether beneficiaries can waive their share of a trust in favor of others is a common one …

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Can I allow a trustee to merge or split trusts for efficiency?

May 9, 2025 by admin

The question of whether a trustee can merge or split trusts for efficiency is a complex one, deeply rooted in …

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Can I allocate periodic review power to an outside advisory council?

May 9, 2025 by admin

The question of whether you can allocate periodic review power to an outside advisory council concerning your trust is complex, …

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