Can the trust be designed to evolve with the beneficiary’s condition?

Absolutely, a well-crafted trust can be a dynamic document, adapting to the evolving needs and circumstances of a beneficiary, and ...
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Can the trust acquire new real estate holdings after my death?

The question of whether a trust can acquire new real estate holdings after your death is a common one, and ...
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Can I require beneficiaries to live in a specific location to inherit?

The question of whether you can legally require beneficiaries to live in a specific location to inherit is a common ...
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Can I structure a trust to provide multi-generational tax efficiency?

Yes, strategically structured trusts can be powerful tools for achieving multi-generational tax efficiency, allowing assets to pass from one generation ...
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Can a trust hold intellectual property rights?

Absolutely, a trust can indeed hold intellectual property (IP) rights, such as patents, trademarks, copyrights, and trade secrets, offering a ...
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Should I update my trust when I buy property?

Acquiring property is a significant life event, and often triggers the need to revisit and potentially amend your existing trust ...
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Can a special needs trust pay for biometric medication tracking tools?

Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of covering biometric medication ...
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Can a special needs trust own shares in a family business?

Navigating the complexities of special needs trusts and family businesses requires careful consideration, but it is absolutely possible for a ...
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Do I need a lawyer to name a trustee?

Navigating the world of estate planning can often feel like charting unfamiliar waters, and the question of whether you need ...
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Can I prevent future amendments to an irrevocable trust?

Irrevocable trusts, by their very nature, are designed to be resistant to change, offering asset protection and tax benefits. However, ...
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Can I require my trustee to submit to annual third-party audits?

Navigating the complexities of estate planning often leads to questions about oversight and accountability, particularly when entrusting assets to a ...
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Can a special needs trust fund immersive therapy programs abroad with medical approval?

Navigating the complexities of funding specialized care for a loved one with special needs requires careful planning and understanding of ...
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Can I include transition-out planning when the beneficiary reaches retirement age?

Estate planning isn’t simply about what happens *after* someone is gone; it’s about managing assets and providing for loved ones ...
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Can I write a letter of wishes to accompany my testamentary trust?

Navigating the complexities of estate planning often leaves individuals pondering the best ways to convey their intentions beyond the strict ...
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Can I structure a CRT to fund veterinary care programs?

A Charitable Remainder Trust (CRT) is a powerful estate planning tool that can provide income to you or your loved ...
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Can I include clauses requiring the charity to publish an annual impact report?

Estate planning is a deeply personal process, ensuring your wishes are carried out and your loved ones are protected, and ...
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Can I tie principal disbursements to demonstrated savings behavior?

This is a fascinating and increasingly popular concept in estate planning, particularly within the framework of Special Needs Trusts or ...
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