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Can a special needs trust include protections against financial predators?

June 3, 2025 by admin

Establishing a special needs trust (SNT) is a crucial step for families seeking to provide long-term care for a loved …

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Can I include personal values or ethics in trust terms?

June 3, 2025 by admin

The question of whether personal values or ethics can be included in trust terms is increasingly common, and the answer …

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Can I include a data usage allowance in trust disbursements?

June 3, 2025 by admin

The question of whether a trust can include disbursements for data usage, like cell phone or internet access, is increasingly …

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Can a bypass trust be funded solely with personal savings?

June 3, 2025 by admin

Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …

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Can I create a requirement for beneficiaries to mentor the next generation?

June 3, 2025 by admin

Absolutely, incorporating a mentorship requirement for beneficiaries within a trust or estate plan is a creative and increasingly popular way …

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Can a CRT be part of a philanthropic exit strategy for business founders?

June 3, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated tool for business founders looking to exit their company while simultaneously fulfilling philanthropic …

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Can a testamentary trust be used in estate equalization?

June 3, 2025 by admin

Estate equalization, the process of fairly distributing assets among heirs, can be complex, particularly when dealing with unequal asset values …

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Can a bypass trust be transitioned into a donor-advised fund upon termination?

June 3, 2025 by admin

The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex and …

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Does Medicaid require repayment after the beneficiary dies?

June 3, 2025 by admin

Yes, Medicaid generally requires repayment of certain benefits after the beneficiary’s death, a process known as estate recovery. This isn’t …

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Can I designate different beneficiaries for different asset types?

June 3, 2025 by admin

Absolutely, you can and often should designate different beneficiaries for different asset types, a common question for those considering estate …

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Recent Posts

  • Can a special needs trust include protections against financial predators?
  • Can I include personal values or ethics in trust terms?
  • Can I include a data usage allowance in trust disbursements?

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