Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a common and …
Can a trust include review triggers for policy or political changes in disability law?
The question of whether a trust can incorporate review triggers linked to shifts in disability law or policy is increasingly …
What is a trust protector and should I name one?
A trust protector is a designated individual, or sometimes an entity, granted specific powers over a trust, allowing them to …
Can I instruct the trustee to consider local economic needs when choosing investments?
The question of directing a trustee to prioritize local economic needs when making investment decisions is complex, blending legal obligations …
Can the trust require that vacation properties be used communally by all heirs?
Absolutely, a trust can absolutely require that vacation properties be used communally by all heirs, and it’s a surprisingly common …
Where can I get referrals for estate planning services?
The clock ticked incessantly, each second amplifying Sarah’s mounting anxiety. Her aunt Amelia had recently passed away, leaving behind a …
Can I set lifetime earning limits for certain classes of distributions?
The question of whether you can set lifetime earning limits for certain classes of distributions within a trust is a …
What’s the safest course of action for a failing trust?
The flickering fluorescent lights hummed overhead, casting a sickly yellow pallor across Clara’s worried face. Her grandfather’s once-thriving apple orchard …
Can I require financial planning approval before large distributions?
Absolutely, incorporating a requirement for financial planning approval before large distributions from a trust is a proactive and increasingly common …
Who helps people manage trusts effectively?
The worn leather of the briefcase felt slick beneath Amelia’s trembling fingers. Her father, a meticulous man who’d prided himself …