Can a trust provide a transportation subsidy instead of a vehicle?
Absolutely, a trust can be structured to provide a transportation subsidy instead of directly gifting a vehicle, offering a flexible ...
Read more
Can a bypass trust hold real estate?
The question of whether a bypass trust, also known as a B Trust or credit shelter trust, can hold real ...
Read more
Can a special needs trust cover public speaking coaching?
Navigating the complexities of a special needs trust requires careful consideration of what expenses are permissible, and whether something like ...
Read more
Can a testamentary trust provide for home maintenance or repair?
Yes, a testamentary trust can absolutely provide for home maintenance and repair, and in fact, it’s a common and often ...
Read more
How do I make changes to the trust after it’s created?
Creating a trust is a significant step in estate planning, but life is dynamic, and circumstances change; therefore, understanding how ...
Read more
Can a special needs trust subsidize specialized personal training sessions?
Navigating the complexities of a special needs trust requires careful consideration of what expenses are permissible, and whether specialized personal ...
Read more
Can I use a quitclaim deed to transfer property into a trust?
The question of whether a quitclaim deed can be used to transfer property into a trust is common, and the ...
Read more
Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) offer a unique blend of charitable giving and income generation, but the question of pausing income ...
Read more
How do I prove the trust’s validity to banks or institutions?
Navigating the financial world with a trust requires demonstrating its legitimacy to banks and other institutions, a process that can ...
Read more
Can I build succession planning triggers into the trust?
Succession planning within a trust is a powerful tool, particularly for family businesses or complex asset holdings, allowing for a ...
Read more
Do I need a lawyer to name a trustee?
Navigating the world of estate planning can feel daunting, and one question many face is whether legal assistance is necessary ...
Read more
Can I prevent future amendments to an irrevocable trust?
Irrevocable trusts, by their very nature, are designed to be permanent and resistant to change, however, the reality of estate ...
Read more
Can I require my trustee to submit to annual third-party audits?
Estate planning is a crucial process, ensuring your assets are distributed according to your wishes and minimizing potential legal and ...
Read more
Can a special needs trust fund immersive therapy programs abroad with medical approval?
Navigating the financial aspects of care for a loved one with special needs requires careful planning, and a crucial component ...
Read more
Can I limit access to trust assets until retirement age?
Navigating the world of trusts and estate planning often brings questions about control, and timing, and how to best protect ...
Read more
Can I specify educational milestones for distributions to grandchildren?
Planning for the future financial well-being of grandchildren is a common goal for many estate planning clients, and structuring those ...
Read more
Can I structure a CRT to fund veterinary care programs?
Establishing a Charitable Remainder Trust (CRT) to fund veterinary care programs is a viable, though complex, estate planning strategy, blending ...
Read more
Can I include clauses requiring the charity to publish an annual impact report?
Estate planning isn’t merely about distributing assets after one’s passing; it’s about ensuring your values and intentions extend beyond your ...
Read more
Can I tie principal disbursements to demonstrated savings behavior?
Navigating the complexities of estate planning often involves creative strategies to ensure a beneficiary’s long-term financial well-being, and tying principal ...
Read more