Can I include transition-out planning when the beneficiary reaches retirement age?
The question of incorporating transition-out planning for trust beneficiaries as they approach retirement age is not just pertinent; it’s a …
Can I include sunset provisions that phase out the trust over time?
The concept of “sunset provisions” within a trust, specifically a phased distribution of assets over time, is a common and …
Can I include rules that prioritize liquidity before capital appreciation?
The question of prioritizing liquidity versus capital appreciation within a trust is a crucial one, often debated amongst beneficiaries and …
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