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Can a bypass trust transfer its ownership interests to another trust?

June 2, 2025 by admin

Absolutely, a bypass trust, also known as a credit shelter trust or an exemption trust, can indeed transfer its ownership …

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Can a special needs trust include an allowance for a home cleaning service?

June 2, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include an allowance for services like a home cleaning service, provided …

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Can I create a testamentary trust through a will?

June 2, 2025 by admin

Yes, you absolutely can create a testamentary trust through your will, and it’s a common estate planning tool utilized by …

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Can I create a co-trustee model with rotating leadership?

June 2, 2025 by admin

Yes, establishing a co-trustee model with rotating leadership is absolutely possible and, in many cases, a very beneficial strategy for …

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Can I authorize annual trust performance evaluations?

June 2, 2025 by admin

Establishing a trust is a significant step in securing your financial future and providing for loved ones, but it’s not …

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Can a bypass trust transfer its ownership interests to another trust?

June 2, 2025 by admin

Yes, a bypass trust, also known as a credit shelter trust or a B trust, can indeed transfer its ownership …

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Can a special needs trust include an allowance for a home cleaning service?

June 2, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include an allowance for a home cleaning service, as it directly …

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Can I restrict political activity funded by the trust?

June 2, 2025 by admin

The question of restricting political activity funded by a trust is a growing concern for many individuals, particularly in today’s …

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Can the trust support hiring of a housing advocate?

June 2, 2025 by admin

Navigating the complexities of elder care and ensuring a comfortable living situation for beneficiaries is a core concern for many …

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Can I limit distributions if estate law changes reduce tax exposure?

June 2, 2025 by admin

Estate planning is a dynamic process, not a static document, and the ability to adjust distributions to minimize tax exposure …

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  • Can a bypass trust transfer its ownership interests to another trust?
  • Can a special needs trust include an allowance for a home cleaning service?
  • Can I create a testamentary trust through a will?

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