Can I condition funds on passing a financial competency course?
The question of whether you can condition funds on passing a financial competency course is increasingly relevant, particularly as estate …
Can a bypass trust support emergency housing for displaced heirs?
The question of whether a bypass trust can support emergency housing for displaced heirs is a complex one, deeply rooted …
Can I use a revocable trust to consolidate estate planning?
The question of whether a revocable trust can consolidate estate planning is a common one, and the answer is a …
Can I require the trustee to invest only in low-risk portfolios?
The question of dictating investment strategy to a trustee is a common one, and the answer, as with many legal …
Can I use an irrevocable trust to support lifelong education?
The question of whether an irrevocable trust can be utilized to fund lifelong education is a common one, and the …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust – can provide inflation-adjusted distributions …
Are there annual maintenance requirements for my trust?
Yes, even after a trust is established, it’s not a ‘set it and forget it’ situation; regular maintenance is crucial …
Can I require income payments be used only for primary residence expenses?
The question of restricting the use of income payments from a trust to solely cover primary residence expenses is a …
Can a special needs trust provide financial literacy classes for trustees?
The question of whether a special needs trust can fund financial literacy classes for trustees is a pertinent one, particularly …
What information do I need to resolve a problem with my trust attorney?
The phone slipped from Sarah’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …