Can a special needs trust finance virtual social events?
The question of whether a special needs trust (SNT) can finance virtual social events is increasingly relevant in our digitally …
Can I create incentives within the trust for career or educational achievements?
Establishing a trust allows for far more nuanced estate planning than a simple will, and the question of incentivizing beneficiaries …
Can I limit trust access based on unresolved legal disputes among heirs?
The question of limiting access to a trust based on ongoing legal disputes among heirs is a complex one, often …
Can I allocate funds to preserve cultural or family traditions?
Yes, absolutely you can, and often, it’s a deeply meaningful way to utilize estate planning; it allows future generations to …
Can the trust establish a feedback loop for improving family governance?
Establishing a robust feedback loop within a family trust is not merely beneficial, it’s increasingly vital for long-term success and …
Can a special needs trust pay for online dating services tailored to people with disabilities?
Navigating the complexities of special needs trusts often brings up unique questions, and the possibility of funding services like online …
Can I set milestone-based investment releases?
The idea of releasing investment funds in stages, tied to specific achievements or “milestones,” is a powerful concept within estate …
What are the annual reporting obligations for the trust?
Understanding the annual reporting obligations for a trust can be complex, varying significantly based on the type of trust, its …
Can I assign fiduciary succession protocols?
Navigating the complexities of estate planning often leads to questions about ensuring continuity of care for loved ones and assets, …
Can the trust establish a feedback loop for improving family governance?
Establishing a robust feedback loop within a family trust is not merely beneficial—it’s becoming increasingly vital for long-term wealth preservation …