Can a special needs trust fund educational kits for at-home learning?
The question of whether a special needs trust can fund educational kits for at-home learning is a common one for …
Can a CRT qualify for a state-level charitable deduction?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a trust provide funds for cultural or religious activities?
Absolutely, a trust can be specifically designed to provide funds for cultural or religious activities, offering a powerful way to …
Can an irrevocable trust be used to support a disabled child?
Yes, an irrevocable trust can be a powerful tool to support a disabled child, especially a Special Needs Trust, designed …
Can the trust restrict distributions based on the beneficiary’s credit score?
The question of whether a trust can restrict distributions based on a beneficiary’s credit score is a complex one, increasingly …
How do I fund an irrevocable trust?
Funding an irrevocable trust is a critical step, often overlooked, that transforms a well-drafted document into a functional wealth transfer …
Can a special needs trust include digital preservation of important records?
Absolutely, a special needs trust can and *should* include provisions for the digital preservation of important records, as we increasingly …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with Environmental, Social, and Governance (ESG) principles, specifically focusing on Diversity, Equity, and Inclusion (DEI), …
Can I allow reallocation of real property between branches of the family?
The question of reallocating real property between family branches is a common one, particularly as wealth is transferred across generations, …
How Does a Trust Protect My Assets from Creditors?
The frantic call came in late on a Friday afternoon. “My business is being sued!” Michael exclaimed, his voice trembling …