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Can I create a beneficiary onboarding process before any distribution?

May 10, 2025 by admin

The question of whether you can—and should—create a beneficiary onboarding process before any distribution from a trust is increasingly relevant, …

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Can I condition real estate usage on compliance with environmental regulations?

May 10, 2025 by admin

The question of whether you can condition real estate usage on compliance with environmental regulations is becoming increasingly prevalent, particularly …

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Can I combine a CRT with a charitable LLC or family office strategy?

May 10, 2025 by admin

Combining a Charitable Remainder Trust (CRT) with a charitable LLC or a family office strategy is an increasingly popular advanced …

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Can I choose a foreign charity as a remainder beneficiary?

May 10, 2025 by admin

The question of naming a foreign charity as a remainder beneficiary in a trust, particularly within the framework of estate …

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Can I change an irrevocable trust after it’s created?

May 10, 2025 by admin

The very nature of an irrevocable trust implies a lack of flexibility, and generally, the answer is no, you cannot …

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Can I cap real estate square footage acquired using trust funds?

May 10, 2025 by admin

The question of whether you can “cap” real estate square footage acquired using trust funds is nuanced, revolving around the …

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Can I build-in funding for disaster relief efforts coordinated by family members?

May 10, 2025 by admin

The question of incorporating charitable giving, specifically for disaster relief efforts coordinated by family members, into your estate plan is …

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Can I assign co-trustees for oversight?

May 9, 2025 by admin

The question of whether you can assign co-trustees for oversight is a common one for individuals considering establishing or modifying …

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Can I assign a voting mechanism to beneficiaries for major decisions?

May 9, 2025 by admin

The concept of assigning a voting mechanism to beneficiaries for major trust decisions is increasingly popular, offering a way to …

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Can I assign a mediator to settle any estate disputes in advance?

May 9, 2025 by admin

The concept of proactively designating a mediator for potential estate disputes is gaining traction as a valuable estate planning tool, …

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  • Can I create a beneficiary onboarding process before any distribution?

  • Can I condition real estate usage on compliance with environmental regulations?

  • Can I combine a CRT with a charitable LLC or family office strategy?

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