Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is a prudent and increasingly common practice for estate planning, ensuring …
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Can the trust support legal guardianship transitions?
Establishing a trust is often seen as a way to manage assets, but its capabilities extend far beyond mere financial …
Can I set up a trust to fund a startup for a beneficiary?
Yes, establishing a trust to fund a startup for a beneficiary is absolutely possible, and a growing number of families …
Can I enforce performance reviews for trustee responsibilities?
Trustees hold a significant responsibility, managing assets and fulfilling the wishes outlined in a trust document, but the idea of …
Can a testamentary trust be used to control asset distribution?
Yes, a testamentary trust is a powerful tool for controlling the distribution of assets after death, offering a level of …
Can a trust help pay for disability-inclusive financial education?
The question of whether a trust can facilitate funding for disability-inclusive financial education is increasingly relevant as awareness grows around …
Can a bypass trust support tenant housing for non-beneficiary caregivers?
The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is a nuanced one, deeply rooted …
Can I create annual awards from the CRT in the name of the income beneficiary?
Creating annual awards from a Charitable Remainder Trust (CRT) in the name of the income beneficiary is a complex question …
Can I include a letter of intent with my testamentary trust?
A testamentary trust, established through a will, is a powerful tool for managing and distributing assets after death, but it …
Where can I see honest reviews about estate planning attorneys?
The flickering fluorescent lights buzzed overhead, casting a sickly green glow on the stacks of paperwork piled precariously on my …