Can a special needs trust include funding for collaborative family care meetings?
The question of whether a special needs trust can include funding for collaborative family care meetings is a resounding yes, …
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Can I assign different roles to each of my children in the estate?
The question of whether you can assign different roles to each of your children within your estate plan is a …
Can a special needs trust fund adaptive driving lessons?
Navigating the financial aspects of caring for a loved one with special needs is complex, and a frequent question arises …
Can I terminate an irrevocable trust?
Generally, the answer is no, an irrevocable trust, by its very nature, is designed to be permanent, but there are …
Can I include digital literacy requirements for accessing digital assets?
The increasing prevalence of digital assets—everything from online bank accounts and social media profiles to cryptocurrency and digital photographs—presents a …
Can I require public acknowledgment of the trust’s role in major expenses?
Navigating the world of trusts and estate planning often brings up unique considerations, and the question of transparency regarding trust …
Can I use the trust to fund only certain types of education?
The flexibility of a trust, particularly a revocable living trust, is a cornerstone of effective estate planning, and the question …
Can I restrict the trust from making certain types of investments?
Absolutely, as the grantor of a trust, you have considerable control over how the assets are managed, including the ability …
Can a special needs trust help the beneficiary start a podcast on disability topics?
Absolutely, a special needs trust can be a powerful tool to facilitate a beneficiary’s entrepreneurial endeavors, even something as creative …
Can I use a CRT in conjunction with a charitable gift annuity?
The question of combining a Charitable Remainder Trust (CRT) with a Charitable Gift Annuity (CGA) is a sophisticated one, often …