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Can a special needs trust cover the cost of certification in a hobby-related skill?

June 8, 2025 by admin

The question of whether a special needs trust (SNT) can cover the cost of certification in a hobby-related skill is …

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Can the trust provide scholarship support for caregivers seeking training?

June 2, 2025 by admin

Establishing a trust allows for remarkably flexible provisions, and allocating funds for caregiver training scholarships is indeed a viable and …

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Can I require regular estate plan updates to reflect asset changes?

June 2, 2025 by admin

Estate planning isn’t a “set it and forget it” process; it’s a dynamic one that needs periodic review and adjustment …

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Can the trust include rules for socially conscious investment only?

June 2, 2025 by admin

Yes, a trust can absolutely include rules for socially conscious investment only, a growing area of interest for many individuals …

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Can I ensure that my estate supports social entrepreneurship within my family?

June 2, 2025 by admin

The question of guiding your estate towards supporting values like social entrepreneurship within your family is increasingly common, and thankfully, …

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Can I include business assets in a bypass trust?

June 2, 2025 by admin

The question of incorporating business assets into a bypass trust, also known as an A-B trust or credit shelter trust, …

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Can the trust provide scholarship support for caregivers seeking training?

June 2, 2025 by admin

Establishing a trust isn’t merely about distributing assets after one’s passing; it’s about creating a legacy of care and support …

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Can I require regular estate plan updates to reflect asset changes?

June 2, 2025 by admin

Estate planning isn’t a one-time event; it’s a living document that requires attention and adjustments over time, especially when significant …

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Can the trust include rules for socially conscious investment only?

June 2, 2025 by admin

Absolutely, a trust can indeed include rules for socially conscious investment only, allowing individuals to align their financial legacies with …

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Can I ensure that my estate supports social entrepreneurship within my family?

June 2, 2025 by admin

Planning for the future often extends beyond simply distributing assets; many clients, like those Steve Bliss assists at his Wildomar …

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Recent Posts

  • Can a special needs trust cover the cost of certification in a hobby-related skill?
  • Can the trust provide scholarship support for caregivers seeking training?
  • Can I require regular estate plan updates to reflect asset changes?

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