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Can I cap total estate administrative costs over time?

May 10, 2025 by admin

Estate planning, while often focused on the distribution of assets, frequently overlooks the ongoing administrative costs associated with managing a …

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Can I cap how much a trustee can earn from third-party referrals?

May 10, 2025 by admin

The question of whether you can cap a trustee’s earnings from third-party referrals is a complex one, deeply rooted in …

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Can I build in trust-supported maternity or paternity leave?

May 10, 2025 by admin

The question of integrating trust-supported maternity or paternity leave is becoming increasingly relevant as families navigate the complexities of balancing …

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Can I build in clauses for climate resilience of trust assets?

May 10, 2025 by admin

The question of integrating climate resilience into trust assets is gaining considerable traction as environmental risks intensify. Traditionally, trusts have …

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Can I build a financial literacy curriculum into the trust?

May 10, 2025 by admin

The question of embedding a financial literacy curriculum within a trust is becoming increasingly popular, especially as estate planning evolves …

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Can I be the trustee of my own trust?

May 10, 2025 by admin

The question of whether you can serve as the trustee of your own trust is a frequent one for individuals …

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Can I avoid guardianship court if I become incapacitated?

May 10, 2025 by admin

The prospect of losing control over personal and financial decisions due to incapacity is a significant concern for many. While …

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Can I assign an environmental officer to manage eco-terms in a trust?

May 9, 2025 by admin

The question of assigning an environmental officer to manage ecological terms within a trust is increasingly relevant as concerns about …

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Can I assign a mentorship panel to oversee distributions to younger heirs?

May 9, 2025 by admin

The question of how to responsibly distribute assets to younger heirs is a common concern for trust creators, and assigning …

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Can I assign a CRT’s income interest to a different trust?

May 9, 2025 by admin

The question of whether you can assign a Charitable Remainder Trust (CRT)’s income interest to a different trust is complex, …

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  • Can I cap total estate administrative costs over time?

  • Can I cap how much a trustee can earn from third-party referrals?

  • Can I build in trust-supported maternity or paternity leave?

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