Can I use a testamentary trust to address addiction concerns?
Testamentary trusts offer a powerful, yet often overlooked, tool for estate planning, particularly when concerns about a beneficiary’s ability to …
Can I offer interest-free loans instead of outright gifts?
The idea of offering interest-free loans to family members instead of outright gifts is a common one, particularly as estate …
Can I require the trustee to use a specific investment firm?
The question of whether you can dictate which investment firm a trustee uses is a common one for those establishing …
Can I set milestone bonuses for first-time homeownership?
The question of incorporating milestone bonuses into first-time homeownership plans, especially within the context of estate planning, isn’t about legal …
Can a special needs trust support a therapeutic sensory room build-out?
The question of whether a special needs trust can fund a therapeutic sensory room build-out is a common one for …
Can the trust fund development of renewable energy tech by beneficiaries?
The question of whether a trust fund can be utilized for the development of renewable energy technology by its beneficiaries …
Can I allocate funds in the trust for family reunions?
Absolutely, a thoughtfully drafted trust can absolutely allocate funds specifically for family reunions, fostering continued connections and creating lasting memories …
Can a special needs trust support home-based medical services?
Absolutely, a special needs trust, also known as a supplemental needs trust, can be specifically designed to support a beneficiary’s …
Can I fund a bypass trust with a promissory note?
The question of whether one can fund a bypass trust – also known as a credit shelter trust – with …
How do I manage the risk involved in naming a family trustee?
The flickering candlelight cast long, dancing shadows on the worn oak table. My grandmother’s hand trembled as she passed me …