Can I add provisions for digital backup and archiving of trust documents?
In the modern age, the question of incorporating digital backup and archiving for trust documents isn’t simply a convenience, but …
Can I add co-beneficiaries to a special needs trust over time?
The question of whether you can add co-beneficiaries to a special needs trust (SNT) over time is a common one …
Can I add a rule that trustees must have professional certifications?
The question of requiring professional certifications for trustees is increasingly relevant as estate planning becomes more complex and the potential …
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