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Can I reward debt-free college graduation with extra distributions?

May 11, 2025 by admin

The question of rewarding children for achieving debt-free college graduation with extra distributions from a trust is a common one …

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Can I restrict use of trust technology vendors based on ethical reviews?

May 11, 2025 by admin

The question of whether you can restrict the use of trust technology vendors based on ethical reviews is increasingly relevant …

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Can I restrict trustees from outsourcing decisions to external consultants?

May 11, 2025 by admin

The question of whether you can restrict trustees from outsourcing decisions to external consultants is a complex one, deeply rooted …

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Can I restrict trust investments to U.S.-based companies?

May 11, 2025 by admin

The question of whether you can restrict trust investments to U.S.-based companies is a common one for those establishing or …

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Can I restrict the sale of specific assets without trustee approval?

May 11, 2025 by admin

The question of restricting asset sales within a trust, specifically without trustee approval, is a frequent concern for trust creators …

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Can I restrict political donation funding from trust disbursements?

May 11, 2025 by admin

The question of whether you can restrict political donation funding from trust disbursements is a common one for individuals engaging …

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Can I restrict inheritance if beneficiaries lack estate-specific education?

May 11, 2025 by admin

The question of whether you can restrict inheritance based on a beneficiary’s financial literacy or “estate-specific education” is a complex …

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Can I require trustee reports be submitted to an attorney annually?

May 10, 2025 by admin

The question of whether you can require trustee reports be submitted to an attorney annually is a common one for …

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Can I require trust funds to be invested in socially responsible assets?

May 10, 2025 by admin

The question of aligning investment strategies with personal values, specifically through socially responsible investing (SRI), is becoming increasingly prevalent for …

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Can I require the trustee to submit an annual investment philosophy statement?

May 10, 2025 by admin

As a grantor establishing a trust with Ted Cook, a San Diego trust attorney, it’s entirely reasonable – and often …

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