Can I refinance property owned by the trust?
Refinancing property held within a trust is a common question for beneficiaries and trustees, and the answer isn’t a simple …
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Can I receive income from a CRT and later convert it to a lump sum?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both tax benefits and income streams. Many individuals establishing CRTs …
Can I put rental property in an irrevocable trust?
The question of whether you can place rental property within an irrevocable trust is a common one for estate planning …
Can I provide matching funds for financial achievements in a trust?
The concept of incorporating matching funds for financial achievements within a trust is increasingly popular, driven by a desire to …
Can I provide guidance on how trustees invest on behalf of minor beneficiaries?
Navigating the responsibilities of a trustee for minor beneficiaries requires a careful balance of prudence, legal adherence, and a long-term …
Can I provide for multilingual trust documentation access?
The question of providing multilingual access to trust documentation is becoming increasingly relevant in our globally connected world, particularly in …
Can I provide estate funding for assisted living expenses for a surviving parent?
The question of utilizing estate funds to cover assisted living costs for a surviving parent is a common and complex …
Can I prohibit certain investments in the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Can I prevent trust involvement in payday lending or high-interest loans?
The question of shielding a trust from the predatory practices of payday lending and high-interest loans is increasingly relevant. Roughly …
Can I Prevent Ex-Spouses from Accessing Trust Funds?
The question of whether an ex-spouse can access trust funds is a common concern for individuals going through divorce, or …