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What is the Medicaid five-year look-back period?

June 3, 2025 by admin

The Medicaid five-year look-back period is a crucial component of determining eligibility for Medicaid long-term care benefits, and understanding it …

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Can I serve as trustee of my spouse’s bypass trust?

June 3, 2025 by admin

The question of whether you can serve as trustee of your spouse’s bypass trust, formally known as a credit shelter …

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Can a special needs trust offer co-living stipends for shared accessibility services?

June 3, 2025 by admin

The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …

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Can a special needs trust fund collaborative art projects with other individuals with disabilities?

June 3, 2025 by admin

Absolutely, a special needs trust can fund collaborative art projects involving individuals with disabilities, provided it aligns with the trust’s …

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Can a CRT include a requirement to fund only direct-service nonprofits?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can the trust reimburse the surviving spouse for expenses?

June 3, 2025 by admin

The question of whether a trust can reimburse a surviving spouse for expenses is a common one in estate planning, …

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Can a trust sponsor beneficiaries for immigration applications?

June 3, 2025 by admin

The question of whether a trust can sponsor beneficiaries for immigration applications is complex, and the answer is generally no, …

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Can I designate one heir to manage real estate while others receive income?

June 3, 2025 by admin

Absolutely, it is a common and often advantageous estate planning strategy to designate one heir to manage real estate while …

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Can the trust fund certifications in ethics or sustainability?

June 3, 2025 by admin

The intersection of trust funds, ethical considerations, and sustainability is a growing field, driven by a desire for responsible wealth …

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What can I do on my own to fix an issue before hiring an estate planning attorney near by

June 3, 2025 by admin

The air hung thick with tension in Sarah’s cramped apartment. Her phone buzzed incessantly, a symphony of worried relatives and …

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