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Can a CRT include built-in audit cycles for performance review?

June 1, 2025 by admin

Certainly, a Community Reinvestment Trust (CRT) can, and often *should*, include built-in audit cycles for performance review; these cycles are …

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Can I stipulate that trust assets be used for first-home purchases only?

June 1, 2025 by admin

The question of restricting trust assets to first-home purchases is a common one, and the answer is generally yes, with …

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Can the trust provide security deposit assistance for housing?

June 1, 2025 by admin

Navigating the complexities of housing, especially in a high-cost area like San Diego, often presents financial hurdles for beneficiaries, and …

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Can a special needs trust be designed to address sensory processing needs?

June 1, 2025 by admin

Absolutely, a special needs trust can, and often *should*, be specifically designed to address the unique needs of a beneficiary …

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What is community property in a trust?

June 1, 2025 by admin

In California, and several other states, community property refers to all assets acquired during a marriage while living in a …

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Can a trust establish a separate contingency fund for medical trials?

May 10, 2025 by admin

The question of whether a trust can establish a separate contingency fund for medical trials is complex, but generally, yes, …

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Can a trust distribute funds only for health and wellness?

May 10, 2025 by admin

The question of whether a trust can distribute funds solely for health and wellness is a common one for estate …

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Can a trust deny distributions for beneficiaries under investigation?

May 10, 2025 by admin

The question of whether a trust can deny distributions to a beneficiary under investigation is a complex one, heavily reliant …

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Can a Trust Cover Public Transportation Subsidies?

May 10, 2025 by admin

The question of whether a trust can cover public transportation subsidies is surprisingly complex, venturing beyond the typical considerations of …

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Can a trust compensate beneficiaries for caregiving roles?

May 10, 2025 by admin

The question of whether a trust can compensate beneficiaries for caregiving roles is a complex one, deeply rooted in legal …

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