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Can I require the charity to use the remainder in a specific way?

May 11, 2025 by admin

The question of directing how a charitable remainder trust’s assets are used after your lifetime is a common one, and …

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Can I require that the trust be reviewed every 10 years for relevance?

May 11, 2025 by admin

Estate planning, particularly involving trusts, isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and initial intentions …

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