Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust (SNT) can cover the costs of virtual retreats is nuanced, hinging on …
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Can I make legacy projects part of the inheritance process?
The question of incorporating “legacy projects” – those passions, businesses, or ongoing commitments beyond simple financial assets – into the …
Can I divide my estate by need rather than equally?
The question of whether you can divide your estate based on need rather than equally is a common one, and …
Can I combine a testamentary trust with a living trust plan?
Absolutely, combining a testamentary trust with a living trust is a common and often advantageous estate planning strategy employed by …
Can I use a trust to fund a future home for my kids?
Absolutely, utilizing a trust to secure a future home for your children is a sophisticated estate planning strategy gaining popularity, …
Can the CRT be designed to generate grant reports after disbursement?
The Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its reporting capabilities *after* disbursement require careful consideration …
Can a bypass trust contain social credit or behavior tracking clauses?
The idea of embedding social credit or behavior tracking clauses within a bypass trust is a deeply complex and increasingly …
Can I mandate that a trustee rotation happen every five years?
The idea of proactively rotating trustees every five years is intriguing, and while not a standard practice, it’s certainly something …
Can the trust purchase software for communication assistance?
Absolutely, a trust can purchase software for communication assistance, provided it aligns with the trust’s purpose and benefits the beneficiary, …
Can testamentary trusts support vocational training programs?
Testamentary trusts, established through a will and taking effect after death, offer a flexible mechanism for providing long-term support, and …