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Can the trust fund specialized medical devices not covered by insurance?

June 1, 2025 by admin

Navigating the world of healthcare costs, especially when dealing with specialized medical devices not fully or at all covered by …

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Can I implement a mandatory mentorship program for beneficiaries?

June 1, 2025 by admin

The question of whether to implement a mandatory mentorship program for beneficiaries is complex, touching upon legal considerations, ethical responsibilities, …

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Can I fund a CRT as a contingency plan within my succession strategy?

June 1, 2025 by admin

Absolutely, a Charitable Remainder Trust (CRT) can be a powerful component of a comprehensive succession strategy, serving as a flexible …

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Can a testamentary trust reward beneficiaries for remaining debt-free?

June 1, 2025 by admin

A testamentary trust, created through a will, offers a unique avenue for incentivizing responsible financial behavior in beneficiaries, and yes, …

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Can I make regular contributions to a special needs trust?

June 1, 2025 by admin

Yes, you can absolutely make regular contributions to a special needs trust, and it’s a common way to fund these …

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Can a trust be linked to an occupational therapy progress tracker?

May 10, 2025 by admin

The question of linking a trust to an occupational therapy (OT) progress tracker is unusual, as trusts primarily deal with …

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Can a trust be created for temporary disability expected to become permanent?

May 10, 2025 by admin

The question of establishing a trust for a temporary disability anticipated to evolve into a permanent condition is a complex, …

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Can a trust automatically donate to charity each year?

May 10, 2025 by admin

The question of whether a trust can automatically donate to charity each year is a common one for individuals interested …

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Can a trust allow flexible disbursement timing based on treatment cycles?

May 10, 2025 by admin

The question of whether a trust can accommodate flexible disbursement timing, particularly linked to medical treatment cycles, is a common …

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Can a testamentary trust support temporary financial hardship needs?

May 10, 2025 by admin

The question of whether a testamentary trust can support temporary financial hardship needs is a common one for estate planning …

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