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Can a CRT use beneficiary data to improve charitable targeting?

June 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can I create a clause that reduces distributions based on criminal convictions?

June 2, 2025 by admin

The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …

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Can a CRT be used as a planned giving vehicle in a corporate merger?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) present a sophisticated planned giving option, and their viability within the context of a corporate merger …

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Can a special needs trust support secure digital document notarization?

June 2, 2025 by admin

The question of whether a special needs trust can support secure digital document notarization is becoming increasingly relevant as technology …

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Can I require ongoing health checkups for heirs receiving distributions?

June 2, 2025 by admin

The question of whether you can require ongoing health checkups for heirs receiving distributions from a trust is complex, navigating …

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Can I require documentation for all trust-related purchases?

June 2, 2025 by admin

Absolutely, requiring documentation for all purchases made with funds from a trust is not only permissible but highly recommended for …

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Can I create a clause that reduces distributions based on criminal convictions?

June 1, 2025 by admin

The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …

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Can a testamentary trust support the development of family-owned land?

June 1, 2025 by admin

A testamentary trust, established through a will and coming into effect after death, presents a unique but viable method for …

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Can a CRT be used to transition ownership of a family business?

June 1, 2025 by admin

A Charitable Remainder Trust (CRT) can indeed be a powerful tool for transitioning ownership of a family business, offering both …

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What is an A-B trust strategy?

June 1, 2025 by admin

An A-B trust, also known as a bypass trust, is an estate planning tool designed to maximize the use of …

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Recent Posts

  • Can a CRT use beneficiary data to improve charitable targeting?
  • Can I create a clause that reduces distributions based on criminal convictions?
  • Can a CRT be used as a planned giving vehicle in a corporate merger?

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