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How do I know if a special needs trust is the right option?
Determining if a special needs trust (SNT) is the appropriate estate planning tool requires careful consideration of a beneficiary’s unique …
Can a testamentary trust fund cooperative ventures between heirs?
A testamentary trust, established through a will, can indeed fund cooperative ventures between heirs, but it requires careful drafting and …
Can I require a trustee succession plan?
Absolutely, proactively planning for trustee succession is not only possible but a remarkably prudent step in ensuring the seamless continuity …
Can a testamentary trust serve as a long-term financial safety net?
A testamentary trust, established within a will and taking effect after death, absolutely can function as a robust, long-term financial …
Can I use a CRT to support disaster relief or emergency response organizations?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for supporting charitable organizations, including those dedicated to disaster relief and emergency …
Can a special needs trust contribute to a beneficiary’s wedding?
The question of whether a special needs trust (SNT) can contribute to a beneficiary’s wedding is complex and requires careful …