Can I allow heirs to pool distributions for group investments?
The question of whether heirs can pool trust distributions for group investments is a common one for Ted Cook, a …
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Can I allow early distributions from the trust if estate tax law changes?
The question of allowing early distributions from a trust in response to potential changes in estate tax law is a …
Can I Allow Beneficiaries to Decline Distributions Without Penalty?
The question of whether beneficiaries can decline distributions from a trust without penalty is a surprisingly common one for Ted …
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However, the Executor can petition the court for authorization to receive a higher amount than the amount specified in the …
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What type of trust is the best? Testamentary Trusts A testamentary trust, sometimes called a “trust under will”, is created …
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Though there are many different types of wills, a testamentary will is often seen as the “traditional” example of such …
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Each individual’s situation is unique, and strategies must be tailored to your specific circumstances and state regulations. I am in …