Is there an ongoing process as growth of the trust/foundation needs?

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Absolutely. That’s the whole purpose of it. If there were no ongoing process and growth, expansion, then it would just be a dormant entity and have little or no purpose. Most users of these trusts add documents to the trust on an ongoing basis, recording every significant transaction in a 3-ring paper binder notebook and in the computer files. Guidelines for all this are included in the indenture and in the manual that come with the trust.

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