Can I include backup provisions in case the beneficiary’s needs change?
Estate planning, at its core, is about anticipating the future and preparing for the unexpected—and that includes acknowledging that life …
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Can I choose how the trust income is distributed—monthly or quarterly?
The flexibility in receiving income from a trust is a common and important question for many individuals considering estate planning, …
Can the trust sponsor wellness challenges or reward programs?
The question of whether a trust can sponsor wellness challenges or reward programs is becoming increasingly common as estate planning …
Can I force the sale of specific assets at liquidation?
The question of whether you can force the sale of specific assets during liquidation, particularly within the context of a …
Can a special needs trust fund access to disability-themed literature?
The question of whether a special needs trust (SNT) can fund access to disability-themed literature, while seemingly straightforward, touches upon …
Can I use a trust to facilitate open adoptions or family reunification?
The question of utilizing trusts to support open adoptions or family reunification is increasingly relevant as modern adoption practices shift …
Can a testamentary trust fund long-term care insurance premiums?
Testamentary trusts, established through a will and taking effect after death, present a unique situation when considering funding ongoing expenses …
Can I allow minor heirs limited access through prepaid cards?
The question of providing minor heirs with access to inherited funds is a common one, and increasingly, estate planning attorneys …
Can I provide a schedule for graduated distributions over time?
Absolutely, establishing a schedule for graduated distributions over time is a cornerstone of thoughtful estate planning, allowing for flexibility and …
Can I include multiple levels of distribution approval in the trust?
Absolutely, incorporating multiple levels of distribution approval within a trust is a common and often prudent estate planning strategy, particularly …