Can a trust plan include funeral or burial instructions?
Yes, a trust plan absolutely can, and often should, include detailed funeral or burial instructions, though it’s a surprisingly overlooked …
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Can a CRT align with B Corp certification guidelines?
Community Reinvestment Trusts (CRTs) represent a novel approach to impact investing, channeling capital to underserved communities, and the question of …
Can I appoint a corporate trustee for a bypass trust?
Yes, you absolutely can appoint a corporate trustee for a bypass trust, and in many situations, it can be a …
Can I set a requirement for professional licensing before distributions?
The question of tying distributions from a trust to a beneficiary obtaining a professional license – like a medical, legal, …
Can a special needs trust include clauses for adaptive pet care services?
Absolutely, a special needs trust can, and often *should*, include clauses for adaptive pet care services, recognizing the profound emotional …
Can I allocate different spending categories with varying degrees of access control?
Absolutely, tailoring spending access within a trust is a nuanced but crucial aspect of estate planning, particularly when dealing with …
Can I use the trust to reward long-term behavior?
The question of incentivizing specific behaviors through a trust is a common one, particularly for parents wanting to encourage education, …
How do testamentary trusts affect eligibility for government benefits?
Testamentary trusts, established through a will and taking effect after death, can significantly impact a beneficiary’s eligibility for crucial government …
Can I use a bypass trust as part of a blended family estate plan?
Navigating estate planning within a blended family – one comprised of children from prior relationships – presents unique complexities, and …
How can I ensure my digital assets are included in my estate plan?
The insistent ping of an incoming email notification startled Sarah awake. Her hand fumbled for her phone, squinting at the …