Can a testamentary trust prevent cohabiting partners from receiving funds?

Navigating estate planning can be complex, especially when considering the rights of cohabiting partners versus legally married spouses, and testamentary ...
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Can a special needs trust cover public speaking coaching?

Navigating the complexities of a special needs trust requires careful consideration of permissible expenses, and whether public speaking coaching falls ...
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Can the surviving spouse choose to opt out of a bypass trust?

The creation of a bypass trust, also known as a B trust or credit shelter trust, is a common estate ...
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What happens to trust-owned timeshares or vacation properties?

Navigating the disposition of assets held within a trust, particularly those as unique as timeshares or vacation properties, requires careful ...
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Can I shield distributions from divorce claims?

The question of shielding assets from potential divorce claims is a complex one, often requiring proactive estate planning strategies. While ...
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Can I include educational stipends in a testamentary trust?

Testamentary trusts, created through a will, are powerful tools for managing and distributing assets after someone’s passing, and including provisions ...
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Can a special needs trust buy a home for the beneficiary?

Navigating the complexities of providing for a loved one with special needs requires careful planning, and a frequent question arises ...
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How do I prove the trust’s validity to banks or institutions?

Establishing the validity of a trust to banks and financial institutions is a common hurdle for trustees, and a clear ...
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Can I build succession planning triggers into the trust?

Succession planning within a trust is a powerful tool, and yes, you absolutely can build triggers into the trust document ...
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Do I need a lawyer to name a trustee?

Navigating the world of estate planning can feel overwhelming, and one of the most crucial decisions is selecting a trustee ...
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Can I prevent future amendments to an irrevocable trust?

Irrevocable trusts, by their very nature, are designed to be…well, irrevocable. However, life happens, and sometimes individuals want to ensure ...
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Can I require my trustee to submit to annual third-party audits?

Estate planning, particularly when utilizing trusts, involves entrusting significant assets to a trustee, and while inherent trust is foundational, incorporating ...
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Can a trust be funded with property instead of cash?

Absolutely, a trust can absolutely be funded with property – in fact, it’s a very common and often advantageous way ...
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Can I name a tech advisor to support digital asset management in the trust?

In today’s increasingly digital world, a significant portion of our assets exist online – from cryptocurrency and social media accounts ...
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Can the bypass trust purchase real property in the name of a minor beneficiary?

Navigating the complexities of estate planning, particularly concerning trusts and minor beneficiaries, requires careful consideration. A bypass trust, also known ...
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Can a special needs trust coexist with a guardianship?

Navigating the legal landscape for a loved one with special needs requires careful planning, and a frequent question arises regarding ...
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Can I require beneficiaries to meet conditions before receiving assets?

Estate planning isn’t just about *where* your assets go, but *how* and *when* they are distributed, allowing for a degree ...
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Can I prohibit distributions if the beneficiary files for bankruptcy?

Navigating the complexities of estate planning requires anticipating various life events, and a beneficiary’s potential bankruptcy is certainly one to ...
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How does a testamentary trust handle jointly owned property?

Testamentary trusts, created within a will and taking effect after death, often encounter unique challenges when dealing with property owned ...
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