Can the trust be required to prioritize financial aid eligibility?
The question of whether a trust can be structured to prioritize financial aid eligibility for a beneficiary is a common …
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Can the trust be designed to shift income based on changing needs?
The question of whether a trust can be designed to shift income based on changing needs is a central one …
Can the trust allow modifications through a trust protector if needed?
The question of whether a trust can allow modifications through a trust protector is central to modern estate planning, particularly …
Can the trust allow conditional disbursements tied to mental health treatment?
The question of whether a trust can allow conditional disbursements tied to mental health treatment is a complex one, deeply …
Can the trust adjust disbursements based on income reported by the IRS?
The question of whether a trust can adjust disbursements based on income reported by the IRS is a common one, …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust (CRT) can be split among different nonprofit functions …
Can the CRT’s assets be held in trust with another financial institution?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can the CRT support curriculum development at a designated school?
Community Reinvestment Trusts (CRTs), while traditionally focused on financial tools for community benefit, are increasingly exploring avenues for broader impact, …
Can the CRT pay income to a qualified pension plan?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of whether a CRT can …
Can the CRT include non-financial legacy documentation (letters, memoirs)?
Community Property Trusts (CPTs), often utilized in California and other community property states, are powerful estate planning tools designed to …