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 …
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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 …
Can a bypass trust be created for unmarried partners?
The question of whether a bypass trust—also known as a “B-Trust”—can be created for unmarried partners is complex, but the …
Can I set carbon offset requirements for trust-owned assets?
The question of incorporating environmental considerations, such as carbon offset requirements, into the management of trust-owned assets is gaining traction …
What is a trustee, and what do they do?
A trustee is a pivotal figure in the world of trusts and estate planning, acting as the fiduciary responsible for …
Can I direct a trust to fund new family-owned ventures after review?
Absolutely, a thoughtfully drafted trust can be a powerful tool to support new family-owned ventures, but it requires careful planning …
Can I limit spending to needs only, not wants?
The pursuit of financial well-being often begins with a deceptively simple question: can I truly differentiate between needs and wants, …
Where can I cross-check conflicting advice about wills and trusts?
The musty scent of old paper filled Maria’s nostrils as she sifted through a stack of legal documents. She’d inherited …