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 …
Can a special needs trust fund educational supplies for remote learning?
The question of whether a special needs trust (SNT) can fund educational supplies for remote learning is a common one, …
Can I restrict access to financial records of the trust?
Navigating the world of trusts involves carefully balancing transparency with privacy, and the question of restricting access to financial records …
Can a bypass trust be established with portability planning in mind?
Yes, a bypass trust – also known as a credit shelter trust or an A-B trust – can absolutely be …
Can a bypass trust be used to establish a family endowment fund?
A bypass trust, also known as a credit shelter trust, can indeed be a powerful tool in establishing a family …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
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 consideration for individuals seeking to preserve …