Can I set up an educational incentive trust?
Establishing an educational incentive trust is a powerful way to ensure funds are available for a beneficiary’s education while also …
What happens if I lose my trust document?
Losing your trust document can certainly be unsettling, but it’s not the end of the world, and with the right …
Can the trust be used to retire debt from community service initiatives?
The question of utilizing a trust to retire debt incurred from community service initiatives is a complex one, deeply intertwined …
Can a special needs trust be transferred to a different beneficiary if needed?
The question of transferring a special needs trust to a different beneficiary is complex and often fraught with potential complications, …
Can a special needs trust support navigation tools for travel training?
Absolutely, a special needs trust can, and often should, support navigation tools for travel training, enhancing the beneficiary’s independence and …
Can I include sunset provisions that phase out the trust over time?
The idea of a trust slowly dissolving, or “sunsetting,” over time is a surprisingly common and effective estate planning strategy, …
Can a revocable trust be used in business succession planning?
Absolutely, a revocable trust is a powerful and versatile tool that can be seamlessly integrated into a comprehensive business succession …
Can I allow digital voting for trust-related decisions?
The question of allowing digital voting for trust-related decisions is gaining traction as technology advances, but it’s a complex issue …
Can the trust require a minimum waiting period before a major purchase?
Absolutely, a trust can—and often should—require a minimum waiting period before a beneficiary can make a major purchase using distributions …
Can a special needs trust support navigation tools for travel training?
Absolutely, a special needs trust can, and often should, support navigation tools and travel training for beneficiaries, fostering independence and …