Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but many individuals wonder about the level of control they retain …
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Can I prevent ex-spouses from accessing trust funds?
Divorce is a challenging life event, often complicated by financial concerns, and a frequent question arises regarding the protection of …
Can a special needs trust provide flexible budget forecasting support?
Absolutely, a special needs trust can be a powerful tool for flexible budget forecasting, offering a structured approach to managing …
Do I have to report foreign trusts to the IRS?
Yes, U.S. persons—including citizens and residents—may have reporting obligations when it comes to foreign trusts, even if they aren’t directly …
Can a special needs trust pay for long-distance family visits?
A special needs trust (SNT) is a powerful tool designed to provide for the needs of individuals with disabilities without …
Can I structure an estate plan to benefit both family and charity?
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible but a powerful way …
Can the CRT be used to support a revolving scholarship fund?
A Charitable Remainder Trust (CRT) absolutely can be used to support a revolving scholarship fund, offering a sophisticated method of …
Can I restrict trustees from making investment decisions without consensus?
The question of restricting trustee investment discretion is a common one, particularly for those establishing trusts and wanting to maintain …
What is a special needs trust?
A special needs trust, also known as a supplemental needs trust, is a legally established arrangement designed to provide financial …
Can I require public service internships to unlock educational grants?
The idea of tying educational grant eligibility to public service internships is gaining traction as a method to address workforce …