Can a special needs trust fund access to disability-themed literature?
The question of whether a special needs trust (SNT) can fund access to disability-themed literature – books, magazines, audiobooks, and …
Can a CRT be used to supplement retirement income?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy to not only support charitable causes but also to generate a stream …
Can a CRT operate under community property law in a marital estate plan?
Charitable Remainder Trusts (CRTs) can indeed operate within the framework of community property law as part of a comprehensive marital …
Can I tie inheritance to completing mental health programs?
The question of whether you can tie inheritance to completing mental health programs is increasingly relevant as families prioritize well-being …
Can the trust pay for career-transition planning for older heirs?
Absolutely, a trust can be structured to pay for career-transition planning for older heirs, but it requires careful planning and …
Can the trust include built-in sunset clauses for reevaluation?
Absolutely, a trust can, and often should, include built-in sunset clauses for reevaluation, allowing for adjustments based on changing circumstances, …
Can I require family conflict resolution before distributions resume?
Navigating family dynamics after the passing of a loved one, or even during estate planning for the future, is often …
What happens when a beneficiary dies?
The death of a beneficiary—someone named to receive assets in a trust or will—can create complications in estate planning, but …
Can estate planning ensure my digital photos are preserved and shared?
The proliferation of digital photography has created a new challenge for estate planning: what happens to our cherished digital memories …
Can I write in rebalancing rules for investment portfolios?
The question of whether you can write in rebalancing rules for investment portfolios within an estate plan is a nuanced …