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Can I name a rotating board of advisors to review the CRT’s social impact?

May 11, 2025 by admin

Establishing a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, allowing individuals to support causes they care …

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Can I name a family council to advise the trustee?

May 11, 2025 by admin

Establishing a family council to advise a trustee is a frequently asked question in estate planning, particularly when dealing with …

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Can I name a charity as a partial remainder beneficiary of a bypass trust?

May 11, 2025 by admin

The question of whether you can name a charity as a partial remainder beneficiary of a bypass trust – also …

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Can I mandate the use of green building practices for trust-owned properties?

May 11, 2025 by admin

The question of mandating green building practices for properties held within a trust is multifaceted, requiring careful consideration of trust …

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Can I mandate savings contributions by a beneficiary as a condition of trust payouts?

May 11, 2025 by admin

The question of whether you can mandate savings contributions by a beneficiary as a condition of receiving trust payouts is …

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Can I mandate life coaching for young adult beneficiaries?

May 11, 2025 by admin

The question of whether you can mandate life coaching for young adult beneficiaries within a trust is a complex one, …

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Can I mandate contributions to emergency savings accounts?

May 11, 2025 by admin

The question of mandating contributions to emergency savings accounts, particularly within the context of estate planning and trust creation, is …

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Can I link trust access to civic involvement metrics?

May 10, 2025 by admin

The question of whether one can link trust access—specifically, who controls or benefits from a trust—to civic involvement metrics is …

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Can I limit what types of assets the trust can invest in?

May 10, 2025 by admin

The question of limiting investment types within a trust is a remarkably common one, and the answer is a resounding …

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Can I limit trust fund access to beneficiaries with stable employment?

May 10, 2025 by admin

The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …

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  • Can I name a rotating board of advisors to review the CRT’s social impact?
  • Can I name a family council to advise the trustee?
  • Can I name a charity as a partial remainder beneficiary of a bypass trust?

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