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Can a testamentary trust be the beneficiary of a 401(k)?

June 2, 2025 by admin

Yes, a testamentary trust can absolutely be named as the beneficiary of a 401(k), though it requires careful planning and …

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Can a CRT qualify for a step-up in basis on death?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their tax treatment upon the grantor’s death can be complex, …

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Can a special needs trust cover ergonomic work tools for remote jobs?

June 2, 2025 by admin

Navigating the complexities of special needs trusts can be daunting, especially when considering expenses related to remote work and necessary …

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Can I use a testamentary trust to delay inheritance to later generations?

June 2, 2025 by admin

A testamentary trust, created within a will, is a powerful tool for delaying inheritance and providing long-term asset management for …

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Can I specify a fixed income amount from the trust?

June 2, 2025 by admin

The question of whether you can specify a fixed income amount from a trust is a common one, and the …

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