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Can I require trustee succession planning within the trust document?
Absolutely, requiring trustee succession planning within a trust document is not only possible, but it’s a remarkably proactive and prudent …
Can the trust be structured to create annual competitions or awards for heirs?
Yes, a trust can absolutely be structured to create annual competitions or awards for heirs, offering a unique and engaging …
Can a special needs trust fund participation in disability advocacy?
The question of whether a special needs trust (SNT) can participate in disability advocacy is complex, touching upon legal limitations, …
Can the trust pay for telehealth subscriptions or virtual care platforms?
The question of whether a trust can pay for telehealth subscriptions or virtual care platforms is becoming increasingly relevant as …
Can I mandate that the trust offer mentorship stipends?
The question of mandating mentorship stipends within a trust is complex, deeply intertwined with the legal framework of trusts, the …
What is the difference between a testamentary trust and a living will?
A testamentary trust and a living will, while both crucial components of comprehensive estate planning, address distinctly different needs and …
Can a special needs trust subsidize subscription boxes for skill-building?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequently asked question revolves …
Can a CRT use offshore investments legally?
Community Revocable Trusts (CRTs) are powerful estate planning tools allowing individuals to control their assets during life and distribute them …
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to receive regular financial updates, such as monthly budget reports, is a …