Can I establish multi-tiered inheritance thresholds?
Establishing multi-tiered inheritance thresholds within an estate plan is absolutely possible and, for many, a highly effective way to distribute …
Can a special needs trust fund long-term storage of medical records?
The question of whether a special needs trust (SNT) can fund the long-term storage of medical records is a nuanced …
Can I prohibit certain investments in the trust?
Absolutely, as the grantor of a living trust, you retain significant control, even after the trust is established, and can …
Can a bypass trust require tax planning education for heirs?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—should *require* tax planning …
Can I use estate planning to resolve a long-standing property dispute?
Property disputes, especially those lingering for years, can be emotionally and financially draining, and while estate planning isn’t a direct …
Can I establish multi-tiered inheritance thresholds?
The ability to establish multi-tiered inheritance thresholds is a common desire among estate planning clients, and yes, it’s absolutely possible, …
Can I support global citizenship programs through the trust?
Establishing a trust allows for remarkable flexibility in directing your wealth according to your values, and supporting global citizenship programs …
Can I direct part of the trust to fund internships for beneficiaries’ children?
Absolutely, a trust can be structured to allocate funds for specific purposes, including funding internships for the children of your …
Can I use estate planning to reinforce trauma-informed care within the family?
The intersection of estate planning and trauma-informed care might not be immediately obvious, but for families navigating complex histories, it’s …
Can the trust support accessible fitness club memberships?
The question of whether a trust can support accessible fitness club memberships, while seemingly straightforward, delves into the nuances of …