Can I tie distributions to sobriety or drug testing?
The question of whether a trust can tie distributions to conditions like sobriety or passing drug tests is complex, rooted …
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Can I structure the trust to evolve into a multigenerational pooled asset fund?
The question of structuring a trust to evolve into a multigenerational pooled asset fund is increasingly common, particularly among high-net-worth …
Can I structure distributions using inflation-adjusted formulas?
The question of whether you can structure trust distributions using inflation-adjusted formulas is increasingly relevant in today’s economic climate. Traditional …
Can I stipulate that trust assets be used for first-home purchases only?
The question of whether you can specifically dictate that trust assets be used *only* for first-home purchases is a common …
Can I stagger inheritance over decades instead of lump sums?
The concept of distributing inheritance over decades, rather than as a single lump sum, is gaining significant traction in estate …
Can I specify trust distributions to be held in escrow?
The question of whether you can specify trust distributions to be held in escrow is a common one for Ted …
Can I specify minimum payout requirements for the charitable remainder?
The question of setting minimum payout requirements within a Charitable Remainder Trust (CRT) is a common one for individuals considering …
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If you own a business as a sole proprietor or partner, even if it’s a small business, you’ll need to …
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