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Can I use a CRT to provide income to a nonprofit organization temporarily?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can offer significant tax benefits while supporting charitable organizations, but …

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How can I clean up a mistake involving an estate planning attorney near by

June 5, 2025 by admin

The musty smell of old legal documents filled Sarah’s nostrils as she sifted through her late grandmother’s paperwork. A wave …

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Who do I involve to make real progress on estate litigation?

June 5, 2025 by admin

The late afternoon sun slanted through the dusty window, illuminating motes dancing in the air. Martha nervously tapped her foot …

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What’s the proper procedure for dissolving a trust?

June 5, 2025 by admin

The musty smell of old paper filled my nostrils as I sifted through boxes in my grandmother’s attic. Amongst faded …

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How do I navigate an issue with joint property inheritance?

June 5, 2025 by admin

The phone slipped from Margaret’s grasp, clattering against the hardwood floor. Her brother, Robert, stood in the doorway, his face …

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Who can explain community property rules?

June 5, 2025 by admin

The phone rang, jarring me from my afternoon slump. It was Susan, frantic and on the verge of tears. “Steve, …

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Can I require that environmental sustainability scores be maintained for trust assets?

May 11, 2025 by admin

The concept of incorporating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust agreements is a …

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Can I require that a family representative co-approve every major disbursement?

May 11, 2025 by admin

The question of whether you can require a family representative to co-approve major disbursements from a trust is a frequent …

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Can I require social worker sign-off on large trust expenses?

May 11, 2025 by admin

The question of incorporating social worker oversight for large trust expenses, particularly those benefiting a vulnerable beneficiary, is gaining traction …

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Can I require regular reevaluation of the beneficiary’s goals and progress?

May 11, 2025 by admin

Estate planning, particularly when involving trusts for beneficiaries, isn’t a static process; it’s a dynamic one. Many settlors – the …

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Recent Posts

  • Can a CRT fund a revolving loan fund managed by a nonprofit?
  • Can I prohibit trust assets from being pledged as collateral?
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