Can I allocate a reserve within the trust for emerging financial technologies?
The question of whether to allocate a reserve within a trust for emerging financial technologies—like cryptocurrency, NFTs, or decentralized finance …
What’s the simplest way to address an estate distribution error?
The will reading was somber. Everyone gathered, faces etched with grief and anticipation. Aunt Mildred’s prized china collection – a …
How do I fix a trust that was never properly funded?
The phone rang just as I was settling into my favorite armchair, coffee steaming in hand. It was Mrs. Henderson, …
How do I manage the risk involved in naming a family trustee?
The flickering candlelight cast long, dancing shadows on the worn oak table. My grandmother’s hand trembled as she passed me …
Can the trust require trustees to undergo implicit bias training?
The question of whether a trust can require trustees to undergo implicit bias training is gaining traction as estate planning …
Can I name a non-family member as trustee of my bypass trust?
Absolutely, you can name a non-family member as trustee of your bypass trust, and in many situations, it’s a strategically …
Does getting divorced affect my testamentary trust?
Divorce is a significant life event that impacts many facets of a person’s life, and often, those implications extend to …
Can a special needs trust include a clause for culturally specific care resources?
Absolutely, a special needs trust can, and often should, include a clause specifically addressing culturally specific care resources, ensuring the …
Can I set lifetime earning limits for certain classes of distributions?
Yes, it is absolutely possible to set lifetime earning limits for certain classes of distributions within a trust, and it’s …
Can a special needs trust support financial coaching for future planning?
The question of whether a special needs trust can support financial coaching for future planning is increasingly relevant as the …