Can the trust fund continuing education for retirees?
As retirees seek to remain engaged and intellectually stimulated, the question of utilizing trust funds for continuing education arises frequently, …
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Can I limit the trustee’s discretion in the trust document?
The extent to which a grantor can limit a trustee’s discretion is a frequent question in estate planning, and the …
Can I prohibit real estate flips using trust-purchased properties?
The question of restricting “flipping” of real estate acquired with assets held in trust is a surprisingly common concern for …
Can a trust cover public transportation subsidies?
The question of whether a trust can cover public transportation subsidies is a nuanced one, deeply interwoven with the specific …
Can a testamentary trust be terminated early?
Testamentary trusts, created within a will and taking effect after death, are powerful tools for managing assets and providing for …
Can I designate a family mentor role in the trust?
The question of incorporating a “family mentor” role within a trust is gaining traction as estate planning evolves beyond simply …
Can I integrate my estate plan with family philanthropy goals?
Absolutely, integrating your estate plan with family philanthropy goals is not only possible but a powerful way to solidify your …
Can a trust be reinstated if revoked by mistake?
The question of reinstating a trust after accidental revocation is a surprisingly common one, and the answer, as with most …
Can I require trustee approval from an independent party?
Establishing a trust is a powerful tool for managing and distributing assets, but ensuring its proper administration requires careful consideration …
Where do I start if I want to fix a probate mistake?
The air hung heavy with despair. Margaret clutched the rejection letter from the probate court, her knuckles white. A simple …