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Can a bypass trust fund postgraduate studies or professional training?

June 8, 2025 by admin

A bypass trust, a crucial component of advanced estate planning, can indeed be structured to fund postgraduate studies or professional …

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Can I convert an existing irrevocable trust into a CRT?

June 8, 2025 by admin

The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …

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Can I include a “use it or lose it” clause in my trust?

June 8, 2025 by admin

The concept of a “use it or lose it” clause, while seemingly straightforward, is a complex one when applied to …

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Can a trust grant forgiveness for personal loans?

June 8, 2025 by admin

The question of whether a trust can grant forgiveness for personal loans is complex, hinging on numerous factors including the …

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Can I create a trust that includes provisions for a former spouse?

June 8, 2025 by admin

Divorce, while often a difficult process, doesn’t necessarily sever all financial ties, and individuals frequently contemplate including provisions for former …

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What does “lapse” mean in a trust context?

June 8, 2025 by admin

In the realm of trusts and estate planning, “lapse” refers to the failure of a gift or bequest within a …

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Can a special needs trust provide flexible budget forecasting support?

June 8, 2025 by admin

Special needs trusts (SNTs) are crucial tools for safeguarding the financial future of individuals with disabilities, but their capacity to …

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Do I have to report foreign trusts to the IRS?

June 8, 2025 by admin

Yes, U.S. persons—including citizens, residents, and certain domestic entities—generally have reporting obligations regarding foreign trusts, even if they aren’t directly …

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Can I cap total inheritance based on pre-existing net worth of heirs?

June 8, 2025 by admin

The question of whether you can cap total inheritance based on the pre-existing net worth of heirs is a fascinating …

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What is a pour-over will?

June 8, 2025 by admin

A pour-over will is a legal document that functions as a safety net within a comprehensive estate plan, specifically designed …

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  • Can a bypass trust fund postgraduate studies or professional training?
  • Can I convert an existing irrevocable trust into a CRT?
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