Can the trust support hiring of a housing advocate?
Navigating the complexities of elder care and estate planning often extends beyond financial and legal considerations; it can encompass the …
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Can I limit distributions if estate law changes reduce tax exposure?
Navigating estate planning is akin to charting a course through constantly shifting waters, where legislative changes can significantly impact the …
Can the trust promote global citizenship education through stipends?
Establishing a trust to fund global citizenship education through stipends is not only feasible but increasingly relevant in our interconnected …
Can a special needs trust include a trustee succession protocol with backup candidates?
Absolutely, a special needs trust can, and *should*, include a robust trustee succession protocol outlining backup candidates and procedures for …
Can I create a testamentary trust through a will?
Yes, you absolutely can create a testamentary trust through your will, and it’s a common estate planning tool utilized by …
Can I create a co-trustee model with rotating leadership?
The concept of co-trusteeship, particularly with rotating leadership, is a viable and increasingly popular estate planning strategy, offering benefits like …
Can I restrict access to trust assets until the beneficiary has a job?
The question of whether you can restrict access to trust assets until a beneficiary has a job is a common …
Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Can a testamentary trust hold naming rights or legacy endowments?
Testamentary trusts, created through a will after someone passes away, are versatile estate planning tools, but their ability to hold …
How do I structure a trust for charitable giving?
The frantic phone call came at 2 AM, jolting me awake. My Aunt Maggie, normally calm and collected, was sobbing …