Can I set a maximum age for trust management?
The question of setting a maximum age for trust management is a common one for individuals planning their estates, and …
Can I add insurance policy requirements for trust assets?
Absolutely, incorporating insurance policy requirements into a trust is a crucial step in protecting assets and ensuring the long-term viability …
Can I use the trust to ensure structured and predictable payouts?
Absolutely, a trust is a remarkably effective tool for establishing structured and predictable payouts, offering a level of control and …
Can I mix per stirpes and per capita rules in one trust?
The question of whether you can mix per stirpes and per capita distribution rules within a single trust is complex, …
Can a special needs trust be used to fund adaptive sports leagues?
The question of whether a special needs trust can fund adaptive sports leagues is a common one, and the answer …
Which assets should I put into my living trust?
Determining which assets to place within a living trust is a crucial step in effective estate planning, and often a …
Can I include mental health support services as a trust benefit?
The question of incorporating mental health support services as a trust benefit is gaining prominence as individuals increasingly prioritize holistic …
Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is not only permissible but often a very prudent practice for …
Can a bypass trust create joint ownership structures with charitable entities?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can establish joint ownership …
Can I restrict access to trust information for certain beneficiaries?
The question of restricting access to trust information for specific beneficiaries is a common one, and the answer is nuanced, …