Can I fund estate-financed sabbaticals for career transitions?
The idea of funding a career transition sabbatical using estate planning tools is gaining traction as people prioritize personal fulfillment …
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Can I tie inheritance to inflation-adjusted performance benchmarks?
The question of whether one can tie inheritance to inflation-adjusted performance benchmarks is becoming increasingly common as individuals seek to …
Can the trust be required to fund home accessibility upgrades?
The question of whether a trust can be required to fund home accessibility upgrades is a surprisingly common one, particularly …
Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for those establishing estate …
Can the trust support crowdfunding campaigns for medical procedures?
The question of whether a trust can support crowdfunding campaigns for medical procedures is multifaceted, involving both the terms of …
What’s the difference between a first-party and third-party special needs trust?
Understanding the nuances of special needs trusts is crucial for families seeking to provide for a loved one with disabilities …
Can a special needs trust pay for utilities?
A special needs trust (SNT) is a powerful tool designed to provide for individuals with disabilities without disqualifying them from …
Can I tie trust distributions to inflation rates?
Yes, it is absolutely possible—and often a very wise strategy—to tie trust distributions to inflation rates, ensuring the real value …
Can the bypass trust hold securities across multiple brokerage firms?
The short answer is yes, a bypass trust—also known as a disclaimer trust or a Section 2514 trust—can absolutely hold …
How do I move forward after a will has been challenged?
The air in the courtroom crackled with tension. Martha clutched her worn purse, knuckles white against the aged leather. She’d …