Can the trust adopt a long-term horizon approach to investing?
The ability for a trust to adopt a long-term investment horizon is a cornerstone of effective wealth preservation and growth, …
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Can the surviving spouse be a co-trustee of a bypass trust?
The question of whether a surviving spouse can serve as a co-trustee of a bypass trust, also known as a …
Can the CRT’s structure accommodate inflation-indexed disbursements?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits while supporting charitable causes. However, the question of …
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The contracts and documents that frame a business transaction should contribute a solid framework for the transaction at hand. Healthy …