Can I require a debt-free certification from heirs for full access?
The question of requiring debt-free certification from heirs before granting full access to inherited assets is a common one, and …
Can I set a limit on how much a beneficiary can withdraw annually?
Yes, absolutely, establishing limitations on beneficiary withdrawals is a common and prudent practice in trust planning, offering a layer of …
Can I make charitable donor-advised funds part of trust administration?
Yes, incorporating charitable donor-advised funds (DAFs) into trust administration is a sophisticated yet increasingly popular estate planning strategy, allowing individuals …
Can a special needs trust provide software for scheduling rotating caregivers?
Navigating the care of a loved one with special needs often involves a complex web of medical appointments, therapies, and …
Can I require the trustee to provide annual updates to my heirs?
Establishing a living trust is a significant step in securing your legacy and providing for your loved ones, but it’s …
Can a special needs trust pay for vision therapy services?
Special needs trusts (SNTs) are powerful tools designed to enhance the quality of life for individuals with disabilities without jeopardizing …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or trustee, understanding and monitoring the performance of trust investments is crucial, and the question of quarterly …
Can a special needs trust protect against future financial abuse?
The question of protecting vulnerable individuals from financial exploitation is paramount, and for those with special needs, a special needs …
Can I set up a trust for non-family members?
Absolutely, you can establish a trust benefiting individuals who are not members of your immediate family, offering a flexible tool …
Can I create a bypass trust to maintain long-term family property ownership?
The question of preserving family property for generations is a common one, and bypass trusts, also known as AB trusts …