Can a trust include an annual storytelling grant to share lived experiences?
Absolutely, a trust can absolutely include an annual storytelling grant to share lived experiences, and in fact, this is becoming …
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Can I specify minimum payout requirements for the charitable remainder?
The question of setting minimum payout requirements for a Charitable Remainder Trust (CRT) is a common one for those looking …
What is a per capita distribution in a trust?
A per capita distribution in a trust dictates how trust assets are distributed amongst beneficiaries, specifically when some beneficiaries predecease …
Can a special needs trust be used for pets or service animals?
The question of whether a special needs trust can cover the expenses of beloved pets, particularly service animals, is a …
Can I set a limit on how much a beneficiary can withdraw annually?
Absolutely, establishing limits on beneficiary withdrawals is a common and prudent estate planning strategy, particularly when dealing with trust funds …
Can I make charitable donor-advised funds part of trust administration?
Absolutely, incorporating charitable donor-advised funds (DAFs) into trust administration is a powerful estate planning strategy, allowing for continued philanthropic goals …
Can a special needs trust provide software for scheduling rotating caregivers?
A special needs trust, carefully structured, absolutely can cover the costs of software designed to manage rotating caregiver schedules, and …
Can I use biometrics for beneficiary verification?
The increasing sophistication of identity verification methods has naturally led many to consider the use of biometrics – unique biological …
How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both essential components of a comprehensive estate plan, but they function in …
What Should I Document Before Updating My Estate Plan Near By
The manila folder sat on Maria’s desk, untouched for years. It held a faded copy of her will, drafted when …