Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I set up a travel allowance for multiple heirs using trust funds?
Absolutely, establishing a travel allowance for multiple heirs through trust funds is not only possible but a frequently utilized estate …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust is a common one for estate planning clients, …
Can a special needs trust support co-working spaces adapted for accessibility?
The question of whether a special needs trust (SNT) can fund co-working spaces adapted for accessibility is multifaceted, hinging on …
Can I mandate mediation before family legal proceedings are initiated?
The question of whether you can *mandate* mediation before initiating family legal proceedings is complex, varying significantly by jurisdiction, but …
Can a special needs trust support life coaching tailored for disability planning?
The question of whether a special needs trust (SNT) can fund life coaching specifically geared towards disability planning is a …
How do I bring closure to a disputed estate situation near by
Rain lashed against the windows, mirroring the storm brewing inside Margaret’s heart. Her brother-in-law, Mark, had recently passed away, leaving …
What should I document before I change my trust?
The flickering fluorescent lights buzzed overhead, casting an anemic glow on the mountain of paperwork scattered across the kitchen table. …
What are the benefits of establishing a trust?
The old, ornate clock on the mantelpiece chimed twice. Eleanor stared at its face, her brow furrowed. A sense of …
Who has the authority to fix a trust problem near by?
The flickering fluorescent lights hummed overhead, casting an unsettling pallor across the cluttered office. Papers overflowed from cardboard boxes, and …