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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?
  • 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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