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Can the trust be used to subsidize community engagement or volunteering?
Absolutely, a thoughtfully structured trust can indeed be utilized to support and encourage community engagement or volunteering, aligning your values …
Can I set expectations for public speaking or advocacy in trust terms?
The question of whether you can set expectations for public speaking or advocacy within the framework of a trust is …
Can I use estate planning to manage foreign pension assets?
Managing assets, especially those held internationally like foreign pensions, requires careful planning, and estate planning is a crucial component of …
Can I establish a bypass trust that transforms into a private foundation upon termination?
Establishing a bypass trust that seamlessly transitions into a private foundation upon its termination is a sophisticated estate planning strategy, …
Can I establish required reading lists for beneficiaries?
The idea of establishing “required reading lists” for beneficiaries, while unconventional, taps into a deeper desire to impart wisdom, values, …
What happens if the trustee fails in their duties?
A trustee holds a significant position of trust, managing assets for the benefit of beneficiaries, and a failure to fulfill …