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Can I require a trustee succession plan?

May 31, 2025 by admin

Planning for the future often involves anticipating changes and preparing for the unexpected, and this is especially true when it …

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Can a testamentary trust serve as a long-term financial safety net?

May 31, 2025 by admin

A testamentary trust, established within a last will and testament, absolutely can function as a robust, long-term financial safety net, …

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Can I require a trustee succession plan?

May 31, 2025 by admin

Absolutely, proactively planning for trustee succession is a crucial, yet often overlooked, aspect of effective estate planning, ensuring a smooth …

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Can I provide lifetime income through a testamentary trust?

May 31, 2025 by admin

Yes, a testamentary trust can absolutely be structured to provide lifetime income to a beneficiary, offering a powerful tool for …

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Can a bypass trust make loans instead of outright distributions?

May 31, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust—can make loans instead of outright distributions is …

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Can I fund a testamentary trust with life insurance?

May 31, 2025 by admin

Yes, you absolutely can fund a testamentary trust with life insurance, and it’s a surprisingly common and effective estate planning …

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Can I provide lifetime income through a testamentary trust?

May 31, 2025 by admin

Testamentary trusts, established through a will, offer a powerful mechanism for providing for loved ones even after your passing, and …

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Can a CRT fund the development of low-income housing?

May 31, 2025 by admin

Charitable Remainder Trusts (CRTs) can indeed be powerful tools for funding the development of low-income housing, offering a unique blend …

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Can I designate part of the trust income for charitable donations?

May 31, 2025 by admin

Yes, absolutely, designating part of the trust income for charitable donations is a common and beneficial practice within estate planning, …

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Who should I follow up with regarding delays in my estate plan near me

May 31, 2025 by admin

The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. The news from her attorney was devastating: her …

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