Can a special needs trust pay for estate planning services for the beneficiary’s future?
The question of whether a special needs trust (SNT) can cover estate planning services for its beneficiary is a nuanced …
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Can I require the charity to use the remainder in a specific way?
Yes, you absolutely can, and often do, direct how a charitable remainder should be used, though the degree of control …
Can I create regional education or mentorship funding with the trust?
Establishing a trust is a powerful tool for wealth transfer, but its capabilities extend far beyond simply distributing assets to …
What happens if my trust documents are lost?
Losing the original documents for your trust can understandably cause significant anxiety, but it doesn’t necessarily invalidate the trust itself, …
Can I require use of cooperatively owned financial institutions?
The question of mandating the use of cooperatively owned financial institutions within an estate plan is complex, blending legal feasibility …
Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and taking effect after death, often raise questions about ongoing administrative requirements, particularly regarding …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undergo estate administration training before receiving their inheritance is complex …
Can I structure a trust to fund end-of-life care for a relative?
Yes, absolutely, a trust is an excellent vehicle to ensure a relative receives the care they need and deserve during …
Can I build-in legacy planning workshops for every new generation?
The question of integrating legacy planning workshops for each new generation is a compelling one, and the answer is a …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an innovative one, gaining …