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Can I design gamified financial learning experiences as trust preconditions?

May 9, 2025 by admin

The concept of integrating gamified financial learning experiences as preconditions within trust structures, particularly those established by a trust attorney …

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Can I delay distributions until a certain age or event?

May 9, 2025 by admin

The question of delaying distributions from a trust is incredibly common, particularly as estate planning becomes more sophisticated. Many clients, …

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Can I define specific milestones as triggers for distributions?

May 9, 2025 by admin

The question of whether you can define specific milestones as triggers for distributions from a trust is a central one …

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Can I define allowable levels of investment risk tolerance in the trust?

May 9, 2025 by admin

Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but highly recommended. As a …

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Can I create sub-trusts within a testamentary trust?

May 9, 2025 by admin

The concept of creating sub-trusts, often referred to as “split” or “dynasty” trusts, within a testamentary trust is a sophisticated …

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