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Can I cap the trust’s exposure to any one investment sector?

May 10, 2025 by admin

Absolutely, and it’s a very prudent question to ask when establishing a trust, especially concerning the investment of trust assets. …

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Can I cap estate expenses tied to nonessential upgrades?

May 10, 2025 by admin

Estate planning, at its core, is about preparing for the future and ensuring your assets are distributed according to your …

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Can I Build Incentives for Health or Wellness Milestones into a Trust?

May 10, 2025 by admin

The idea of linking trust distributions to beneficiaries achieving specific health or wellness milestones is gaining traction, reflecting a desire …

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Can I build in educational funding for descendants who aren’t born yet?

May 10, 2025 by admin

The question of providing for future generations, specifically funding education for descendants not yet born, is a common one for …

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Can I block trust usage for high-emission travel?

May 10, 2025 by admin

The question of whether you can restrict trust funds from being used for activities with high carbon footprints, like frequent …

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Can I ban trust investment in certain countries or sectors?

May 10, 2025 by admin

The question of whether a grantor can ban trust investment in certain countries or sectors is a common one for …

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Can I avoid double taxation on inherited property?

May 10, 2025 by admin

The specter of double taxation – paying taxes on the same asset twice – is a significant concern for many …

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Can I appoint different trustees for different testamentary trusts?

May 9, 2025 by admin

The question of whether you can appoint different trustees for different testamentary trusts is a common one for individuals engaging …

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Can I appoint an academic dean to oversee educational funding compliance?

May 9, 2025 by admin

The question of whether you can appoint an academic dean to oversee educational funding compliance is complex, and the answer …

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Can I appoint a different trustee for digital and physical assets?

May 9, 2025 by admin

The question of whether you can appoint different trustees for digital and physical assets within a trust is a common …

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  • Can I cap the trust’s exposure to any one investment sector?

  • Can I cap estate expenses tied to nonessential upgrades?

  • Can I Build Incentives for Health or Wellness Milestones into a Trust?

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