Can a special needs trust include a check-in system for trustee responsiveness?
Establishing a special needs trust (SNT) is a crucial step for families seeking to protect the financial future of a …
Can I place career performance reviews into trust conditions?
The question of incorporating career performance reviews into the conditions of a trust is a fascinating one, and while not …
Can life insurance proceeds be used to fund a special needs trust?
Yes, life insurance proceeds can absolutely be used to fund a special needs trust, and often represent a very effective …
Can the trust include succession planning for key business assets?
Absolutely, a properly structured trust can and *should* incorporate comprehensive succession planning for key business assets, ensuring a smooth transition …
Can I require community service for access to distributions?
The idea of tying access to trust distributions to community service is an intriguing one, and while not a standard …
Are there limits on how much money can go into a special needs trust?
While there isn’t a strict dollar limit on how much money can be deposited into a Special Needs Trust (SNT), …
Can a testamentary trust create emergency medical response plans for heirs?
A testamentary trust, established through a will and taking effect after death, can absolutely incorporate provisions for emergency medical response …
Can I designate sustainability-focused review checkpoints every decade?
The question of designating sustainability-focused review checkpoints every decade for estate plans is not merely prudent financial planning; it’s a …
Can I establish protocols for resolving family disagreements?
Family disagreements are an unavoidable part of life, particularly when it comes to estate planning and the distribution of assets; …
Can I require community service for access to distributions?
The idea of tying financial distributions from a trust or estate to community service is a fascinating one, and increasingly …