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Can a special needs trust include a clause for culturally specific care resources?

June 1, 2025 by admin

Absolutely, a special needs trust can, and often *should*, include a clause for culturally specific care resources, recognizing the vital …

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Can I set lifetime earning limits for certain classes of distributions?

June 1, 2025 by admin

The question of limiting lifetime earnings from trust distributions is a nuanced one, frequently encountered in estate planning with Steve …

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Can I require financial planning approval before large distributions?

June 1, 2025 by admin

The question of whether you can require financial planning approval before large distributions from a trust is a common and …

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Can a trust include review triggers for policy or political changes in disability law?

June 1, 2025 by admin

The question of whether a trust can incorporate review triggers linked to shifts in disability law or policy is increasingly …

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What is a trust protector and should I name one?

June 1, 2025 by admin

A trust protector is a designated individual, or sometimes an entity, granted specific powers over a trust, allowing them to …

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Can I instruct the trustee to consider local economic needs when choosing investments?

June 1, 2025 by admin

The question of directing a trustee to prioritize local economic needs when making investment decisions is complex, blending legal obligations …

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Can the trust require that vacation properties be used communally by all heirs?

June 1, 2025 by admin

Absolutely, a trust can absolutely require that vacation properties be used communally by all heirs, and it’s a surprisingly common …

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Where can I get referrals for estate planning services?

June 1, 2025 by admin

The clock ticked incessantly, each second amplifying Sarah’s mounting anxiety. Her aunt Amelia had recently passed away, leaving behind a …

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Can I set lifetime earning limits for certain classes of distributions?

June 1, 2025 by admin

The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …

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What’s the safest course of action for a failing trust?

June 1, 2025 by admin

The flickering fluorescent lights hummed overhead, casting a sickly yellow pallor across Clara’s worried face. Her grandfather’s once-thriving apple orchard …

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Recent Posts

  • Can a special needs trust include a clause for culturally specific care resources?
  • Can I set lifetime earning limits for certain classes of distributions?
  • Can I require financial planning approval before large distributions?

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