Is a testamentary trust public record?
No, a testamentary trust is generally not considered a public record, though the probate process that *creates* it is. A …
Can I give trustees flexibility to delay distributions during recessions?
The question of granting trustees discretion to adjust distributions during economic downturns is a critical one in estate planning, particularly …
Can a special needs trust pay for a therapy swing or hammock?
Navigating the complexities of special needs trusts often leads to questions about permissible expenses, and seemingly simple purchases like a …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
The question of whether you can assign mandatory savings thresholds for beneficiaries before they receive payouts is a common one, …
Can the trust support housing in a cooperative living facility?
The question of whether a trust can support housing in a cooperative living facility is a nuanced one, often dependent …
Can I reward peer-reviewed innovations among descendants?
The question of rewarding descendants for peer-reviewed innovations within an estate plan is a fascinating and increasingly relevant one, especially …
Can a special needs trust pay for therapy room furnishings?
Navigating the financial aspects of caring for a loved one with special needs can be incredibly complex, and a frequent …
How are disputes between trustees and beneficiaries resolved?
Trusts, while excellent tools for managing assets and ensuring their distribution according to a grantor’s wishes, aren’t immune to conflict. …
Can the trust support participation in adaptive fashion design programs?
Establishing a trust isn’t simply about dictating where assets go after one’s passing; it’s a versatile tool capable of nurturing …
How do I notify someone about concerns with a legal executor?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart hammered against my ribs like a …