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Can the trustee require financial statements from beneficiaries?
The question of whether a trustee can require financial statements from beneficiaries is a common one in trust administration, and …
Can I direct beneficiaries to reinvest part of their distributions?
The question of directing beneficiaries to reinvest portions of their trust distributions is a common one, and the answer, as …
Can a CRT receive passive income from oil and gas royalties?
Community Reinvestment Trusts (CRTs), designed to benefit specific communities, often grapple with the complexities of permissible income sources, and the …
Can I encourage responsible citizenship through structured inheritance?
The question of whether structured inheritance can foster responsible citizenship is a compelling one, touching upon legal mechanisms, behavioral psychology, …
Can I include portfolio rebalancing rules for long-term investments?
Portfolio rebalancing is a crucial, yet often overlooked, component of successful long-term investing, and it’s something Steve Bliss, as an …
Can a special needs trust fund a sensory-friendly home renovation?
Absolutely, a special needs trust can, and often should, fund a sensory-friendly home renovation, provided it aligns with the beneficiary’s …