Can the trust establish a peer review system among beneficiaries for financial decisions?
Establishing a peer review system among beneficiaries for financial decisions within a trust is a fascinating and increasingly relevant concept …
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Can a special needs trust pay for court filing fees related to guardianship reviews?
Yes, a special needs trust can generally pay for court filing fees related to guardianship reviews, provided these fees are …
Can I designate a backup guardian for my minor children?
The question of who will care for your children if something unexpected happens is one of the most important decisions …
Can a charitable remainder trust provide income to someone other than me?
Yes, a charitable remainder trust (CRT) can absolutely provide income to someone other than the grantor – the person creating …
Can a CRT allow the donor to review grantmaking before termination?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools enabling individuals to donate assets to charity while retaining income for …
Can a trust pay for gift cards or prepaid debit cards?
The question of whether a trust can pay for gift cards or prepaid debit cards is surprisingly complex, and the …
Can a special needs trust be contested?
The validity of a special needs trust, designed to provide for a loved one with disabilities without jeopardizing their public …
Can the trust support access to substance recovery programs?
The question of whether a trust can support access to substance recovery programs is increasingly relevant in modern estate planning, …
How do I keep my testamentary trust private?
Testamentary trusts, created through a will, offer a powerful way to manage assets after death, but they come with a …
Can the trust limit ownership in leveraged ETFs?
Leveraged Exchange Traded Funds (ETFs) offer the potential for amplified returns, but also carry significant risks, making their inclusion in …