Can you create a trust in one state if your property is in another?
The question of whether you can create a trust in one state while owning property in another is a common …
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Can you assist with creating emergency plans for dependents with chronic illness?
Planning for emergencies is crucial for all families, but it takes on added complexity when a dependent has a chronic …
Can we use staggered trusts for each life phase of a beneficiary?
The concept of “staggered trusts,” where trust distributions are timed to coincide with a beneficiary’s life stages, is a powerful …
Can we integrate estate planning with special education funding for a child?
The intersection of estate planning and special needs funding is a critical, yet often overlooked, area for parents and families. …
Can we coordinate my estate plan with my pre-nuptial or post-nuptial agreement?
Estate planning is often viewed as a straightforward process of deciding where your assets go after you’re gone. However, for …
Can the trustee require financial statements from beneficiaries?
The question of whether a trustee can require financial statements from beneficiaries is a surprisingly complex one, deeply rooted in …
Can the trustee hire professionals to manage trust assets?
The question of whether a trustee can – and should – hire professionals to manage trust assets is central to …
Can the trust subsidize non-clinical holistic treatments?
The question of whether a trust can subsidize non-clinical holistic treatments is increasingly common, reflecting a growing interest in alternative …
Can the trust sponsor ongoing fitness or wellness programs?
The question of whether a trust can sponsor ongoing fitness or wellness programs is multifaceted, hinging on the specific terms …
Can the trust retain an accountant to assist with filings?
The question of whether a trust can retain an accountant to assist with filings is a resounding yes, and often …