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Can a bypass trust include policies on AI or algorithmic investment decisions?

June 9, 2025 by admin

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What powers does a trustee have in an irrevocable trust?

June 5, 2025 by admin

Irrevocable trusts, while seemingly rigid, actually grant trustees a surprisingly broad range of powers, though these are carefully defined within …

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Can I require matching personal savings for distributions?

June 5, 2025 by admin

The question of whether you can require matching personal savings for distributions from a trust is a nuanced one, deeply …

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Can the trust support professional licensure for a beneficiary?

June 5, 2025 by admin

Establishing a trust is a powerful tool for managing assets and ensuring their distribution aligns with your wishes, but a …

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Can I require all trustees to sign off on distributions?

June 5, 2025 by admin

The question of whether you can require all trustees to sign off on distributions is a common one for those …

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Can the trust subsidize skill-tracking apps for personal development?

June 5, 2025 by admin

The question of whether a trust can subsidize skill-tracking apps for personal development is surprisingly complex, hinging on the specific …

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Can a CRT be funded with real estate in an LLC?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving with potential tax benefits, and the question of funding …

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Can a testamentary trust penalize risky investment behavior?

June 5, 2025 by admin

A testamentary trust, established within a will and taking effect after death, offers a unique level of control over assets …

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Can the trust carry on if the trustee resigns?

June 5, 2025 by admin

The continuity of a trust certainly isn’t dependent on a single individual, even the trustee; a well-drafted trust anticipates and …

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Can I combine bypass trust terms with a generation-skipping trust structure?

June 5, 2025 by admin

The integration of bypass trust provisions with a generation-skipping trust (GST) structure is a sophisticated estate planning technique, offering flexibility …

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  • Can a bypass trust include policies on AI or algorithmic investment decisions?
  • What powers does a trustee have in an irrevocable trust?
  • Can I require matching personal savings for distributions?

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