Can I exclude public assistance recipients from distributions?
The question of whether you can exclude public assistance recipients from distributions within a trust is a complex one, heavily …
Can I use my estate to launch a memorial scholarship program?
Yes, utilizing your estate to establish a memorial scholarship program is a meaningful way to leave a lasting legacy and …
Can I include video messages in my trust for context?
The idea of leaving more than just written instructions for your loved ones is increasingly popular, and yes, including video …
Can a trust include incentives for attending beneficiary check-in meetings?
Yes, a trust can absolutely include incentives for attending beneficiary check-in meetings, and it’s becoming an increasingly popular and effective …
Can a special needs trust fund virtual fitness coaching services?
Navigating the financial landscape for a loved one with special needs requires careful consideration, and a common question arises regarding …
Can I set an age threshold for inheritance?
Yes, you absolutely can set an age threshold for inheritance, and it’s a remarkably common and wise estate planning strategy …
Can I allow early distributions from the trust if estate tax law changes?
Navigating the complexities of estate planning requires foresight, and a crucial aspect of that is anticipating potential shifts in tax …
Can a special needs trust subsidize a meditation instructor?
Navigating the complexities of special needs trusts requires careful consideration of what expenses can be appropriately covered, and whether a …
Can I require beneficiaries to meet performance goals?
The question of whether you can require beneficiaries to meet performance goals within a trust is a complex one, deeply …
Can a special needs trust fund virtual fitness coaching services?
Navigating the financial aspects of caring for a loved one with special needs is complex, and a common question arises …