Can I require that a portion of disbursements be saved or reinvested?
Absolutely, incorporating provisions for saving or reinvesting a portion of disbursements within a trust is a common and prudent estate …
Can I limit beneficiaries’ access to sensitive estate documents?
Navigating estate planning involves more than just deciding *who* receives your assets; it also concerns *when* and *how* they receive …
Can I restrict foreign travel funding during pandemics or emergencies?
The ability to restrict foreign travel funding during pandemics or emergencies is a complex issue, heavily influenced by estate planning …
Can I tie benefits to maintaining good credit?
The question of whether one can tie benefits to maintaining good credit is complex, touching on legal, ethical, and practical …
Can the trust hold title to jointly owned properties with beneficiaries?
Yes, a trust can absolutely hold title to jointly owned properties with beneficiaries, and it’s a surprisingly common and effective …
Can I create a testamentary trust that becomes irrevocable after my death?
Yes, you absolutely can create a testamentary trust that transitions into an irrevocable trust after your passing; this is a …
Can a special needs trust support vehicle adaptation evaluations?
Navigating the financial aspects of caring for a loved one with special needs is complex, and a frequent question arises …
Can I name a corporate fiduciary to manage my trust?
The question of whether you can name a corporate fiduciary to manage your trust is a common one, and the …
Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) represent a powerful intersection of estate planning and philanthropy, allowing individuals to support their chosen charities …
Can a trust be used to support a non-citizen spouse?
Yes, a trust can absolutely be used to support a non-citizen spouse, but it requires careful planning and consideration of …