Can a special needs trust sponsor subscription-based occupational therapy tools?
The question of whether a special needs trust (SNT) can sponsor subscription-based occupational therapy (OT) tools is complex, heavily dependent …
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Can I disqualify beneficiaries who fail to follow professional conduct standards?
The question of disqualifying beneficiaries for failing to adhere to certain behavioral or professional standards is a complex one, deeply …
Can the trust mandate equal investment in international and domestic markets?
The flexibility of a trust allows for remarkably specific instructions regarding investment strategy, and yes, a trust *can* absolutely mandate …
Can a trust reward involvement in restorative justice programs?
The question of whether a trust can reward involvement in restorative justice programs is a fascinating intersection of estate planning …
What is a pour-over will and why is it used with a trust?
A pour-over will is a legal document designed to transfer any assets remaining outside of a trust into that trust …
Can I set up a bypass trust to make income-based distributions?
The question of whether you can establish a bypass trust, also known as a credit shelter trust, designed to distribute …
Can a special needs trust subsidize peer-to-peer mentorship tools for disability support?
The question of whether a special needs trust can subsidize peer-to-peer mentorship tools for disability support is increasingly relevant as …
Can I create a reporting dashboard for all distributions made from the trust?
Creating a comprehensive reporting dashboard for trust distributions is not only possible but increasingly essential for transparency, accountability, and effective …
Can a testamentary trust apply to out-of-state property?
Yes, a testamentary trust established in a will can generally apply to out-of-state property, however, it requires careful planning and …
Who do I call to settle an intestate estate?
The phone slipped from my trembling fingers, clattering onto the worn hardwood floor. My aunt Beatrice had passed away unexpectedly, …