Can I require that the trust fund health tracking devices for dependents?
The question of incorporating stipulations regarding health tracking devices for dependents within a trust is increasingly relevant in today’s technologically …
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Can I use a testamentary trust with a blended family?
Navigating estate planning within a blended family—one comprised of children from previous relationships, alongside current spouses—presents unique challenges, and testamentary …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common arrangement, particularly …
Can a special needs trust contribute to a beneficiary’s wedding?
Navigating the complexities of a special needs trust requires careful consideration, especially when it comes to significant life events like …
Can I require the trust to maintain a percentage in liquid assets?
Yes, you absolutely can, and often should, require a trust to maintain a certain percentage of assets in a liquid …
Can I establish thresholds for net worth before reducing distributions?
Establishing thresholds for net worth before reducing distributions from a trust is a complex area of estate planning, and the …
Is a trust a substitute for a complete estate plan?
While often considered a cornerstone of sophisticated estate planning, a trust is rarely, if ever, a complete substitute for a …
Can I integrate my estate plan with my business exit strategy?
Absolutely, integrating your estate plan with your business exit strategy is not only possible, but often crucial for a smooth …
Can I require language access services as part of the CRT’s remainder use?
Community Reinvestment Trusts (CRTs) are increasingly utilized as powerful estate planning tools, allowing individuals to support charitable causes while receiving …
Can I appoint someone to act as a family historian through the trust?
The idea of designating a family historian within a trust is an increasingly popular concept, reflecting a desire to preserve …