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Can a CRT be used to align charitable and environmental goals in a single plan?

June 1, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a powerful, yet often underutilized, mechanism for individuals to support both charitable organizations and environmental …

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Can I require trustee participation in future-proofing workshops or education?

June 1, 2025 by admin

As an estate planning attorney in San Diego, I often encounter clients eager to ensure their trusts remain effective for …

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Can I direct the bypass trust to build an educational center in my name?

June 1, 2025 by admin

The question of whether you can direct a bypass trust to fund the construction of an educational center in your …

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Can the bypass trust terminate early based on financial triggers?

June 1, 2025 by admin

The question of early termination of a bypass trust due to financial triggers is a complex one, heavily dependent on …

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Can siblings contribute to a special needs trust?

June 1, 2025 by admin

Absolutely, siblings can contribute to a special needs trust, and often play a crucial role in funding and maintaining these …

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Can a trust help with identity verification for state or federal programs?

May 9, 2025 by admin

The question of whether a trust can aid in identity verification for state or federal programs is increasingly relevant in …

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Can a Trust Help Cover Costs Associated with Mobile Caregiving Apps?

May 9, 2025 by admin

The question of whether a trust can cover the costs associated with mobile caregiving apps is increasingly relevant as technology …

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Can a trust fund subscriptions to therapy-based mobile apps?

May 9, 2025 by admin

The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in our digitally-driven …

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Can a trust fund graduate school tuition?

May 9, 2025 by admin

The question of whether a trust fund can cover graduate school tuition is a common one, especially for beneficiaries contemplating …

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Can a trust distribute rewards for meeting family milestones?

May 9, 2025 by admin

The idea of incentivizing positive family behaviors through a trust is gaining traction, and the answer to whether a trust …

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  • Can I make inheritance contingent on debt repayment?
  • Can a special needs trust contribute to medical research participation?
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