Can I mandate equalization clauses for lifetime gifts?
The question of whether you can mandate equalization clauses for lifetime gifts is a complex one, deeply rooted in estate …
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Can I make trust distributions conditional on climate-related philanthropy?
The question of whether you can condition trust distributions on climate-related philanthropy is increasingly relevant as individuals seek to align …
Can I make special arrangements for a beneficiary’s medical condition?
Establishing a trust is often seen as a straightforward process, but the reality is that many clients, particularly here in …
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