Can I set a ceiling for how much any one beneficiary may receive?
Yes, absolutely you can, and often it’s a wise decision to do so, particularly when dealing with a diverse group …
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Can a trust support transitional housing for young adults with disabilities?
Yes, a trust can absolutely be structured to support transitional housing for young adults with disabilities, offering a vital long-term …
Can I direct trust investments toward renewable energy only?
The question of whether you can direct trust investments toward renewable energy only is increasingly common as investors seek to …
Can I change the beneficiaries of a bypass trust after it’s created?
The question of altering beneficiaries on a bypass trust, also known as a credit shelter trust or an AB trust, …
Can a special needs trust cover the cost of online certification programs?
The question of whether a special needs trust (SNT) can cover the cost of online certification programs is a common …
Can the trust hold rental income-producing property?
Absolutely, a trust can indeed hold rental income-producing property, and in many estate planning scenarios, it’s a highly advantageous strategy; …
Can the trust provide audio-visual equipment for accessibility at home?
Absolutely, a properly structured trust can indeed provide funding for audio-visual equipment to enhance accessibility at home, allowing beneficiaries with …
Can a trust be handwritten?
The question of whether a trust can be handwritten is surprisingly common, and the answer is nuanced, varying significantly by …
Can I tie estate-supported housing to family care commitments?
The intersection of estate planning and family care, particularly concerning housing, is a growing area of interest for many families, …
What happens to jointly held assets in relation to the trust?
Jointly held assets, like a home or bank account owned with rights of survivorship, present a unique situation when estate …