Can I allocate specific assets to charities within one CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
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Can I allocate funds for heirs to participate in political campaigns or lobbying?
The question of whether you can allocate funds within a trust for heirs to participate in political campaigns or lobbying …
Can I allocate different responsibilities to different trustees?
The question of whether you can assign distinct duties to co-trustees is a common one for clients of estate planning …
Can I allocate annual estate funding to family research or genealogy projects?
The question of whether you can allocate annual estate funding—specifically from a trust—to family research or genealogy projects is a …
Can I add restrictions against use of trust funds for AI content creation?
The question of restricting the use of trust funds for emerging technologies like Artificial Intelligence (AI) content creation is becoming …
Can I add insurance policy requirements for trust assets?
The question of integrating insurance policy requirements into a trust is a common one, especially for those establishing trusts to …
Can I add assets to a CRUT but not to a CRAT?
The question of whether you can add assets to a Charitable Remainder Unitrust (CRUT) but not to a Charitable Remainder …
Can a trustee be required to take continuing education courses?
The question of whether a trustee can be *required* to take continuing education courses is complex, varying significantly by state …
Can a trustee be obligated to teach financial planning to beneficiaries?
The question of whether a trustee is obligated to teach financial planning to beneficiaries is complex, often lacking a simple …
Can a trust work together with a durable power of attorney?
The interplay between a trust and a durable power of attorney (DPOA) is a frequent question for individuals planning their …