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Can a special needs trust be used for long-term financial planning?

June 9, 2025 by admin

Planning for the financial future of a loved one with special needs requires a unique and thoughtful approach. Traditional estate …

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Can I tie disbursements to charitable work done by the beneficiary?

June 5, 2025 by admin

The question of whether you can tie disbursements from a trust to charitable work performed by the beneficiary is a …

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Can I require co-trustees to make decisions unanimously?

June 5, 2025 by admin

Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but the structure …

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Can a special needs trust cover resume-building software?

June 5, 2025 by admin

Navigating the financial landscape for a loved one with special needs requires careful consideration of how trust funds can be …

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Can I designate a CPA to oversee annual tax filings for the trust?

June 5, 2025 by admin

Establishing a trust is a powerful tool for managing assets and ensuring their smooth transfer according to your wishes, but …

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Can I set an age threshold for inheritance?

June 5, 2025 by admin

The question of controlling when and how beneficiaries receive inherited assets is a common one for estate planning, and the …

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Can I restrict trust purchases to avoid unethical supply chains?

June 5, 2025 by admin

The question of aligning a trust’s investments with ethical considerations, specifically avoiding unethical supply chains, is becoming increasingly prevalent as …

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Can a special needs trust pay for curated relaxation toolkits?

June 5, 2025 by admin

Absolutely, a special needs trust can often pay for curated relaxation toolkits, but the specifics depend heavily on the trust’s …

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Can a trust restrict access to luxury items like yachts or private jets?

June 5, 2025 by admin

Indeed, a trust can absolutely restrict access to luxury items such as yachts or private jets, offering a powerful tool …

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Can I restrict use of trust funds for online gambling platforms?

June 5, 2025 by admin

The question of whether you can restrict the use of trust funds for online gambling platforms is a crucial one, …

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  • Can a special needs trust be used for long-term financial planning?
  • Can I tie disbursements to charitable work done by the beneficiary?
  • Can I require co-trustees to make decisions unanimously?

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