Can the trust pay for home security systems?
The question of whether a trust can pay for home security systems is a surprisingly common one for estate planning …
Can the Trust Pay for Estate Management Software?
The question of whether a trust can pay for estate management software is a common one for individuals and trustees …
Can the trust pay for continuing education units or certifications?
The question of whether a trust can pay for continuing education units (CEUs) or professional certifications is a common one …
Can the trust own shares in a publicly traded company?
Absolutely, a trust can indeed own shares in a publicly traded company, and it’s a very common practice within estate …
Can the trust offer conditional bonuses for therapy compliance?
The question of whether a trust can offer conditional bonuses for therapy compliance is complex, navigating legal, ethical, and practical …
Can the trust mandate equal investment in international and domestic markets?
The question of whether a trust can mandate equal investment in international and domestic markets is a common one for …
Can the trust limit income distributions based on market downturns?
The question of whether a trust can limit income distributions during market downturns is a critical one for beneficiaries seeking …
Can the trust include built-in sunset clauses for reevaluation?
The concept of incorporating sunset clauses, or built-in reevaluation periods, within a trust is increasingly popular in estate planning, particularly …
Can the trust include accommodations for extreme weather preparedness?
The concept of incorporating extreme weather preparedness into a trust, while not traditionally common, is gaining traction as climate change …
Can the trust include a recurring audit by an independent fiduciary expert?
The question of incorporating recurring audits by an independent fiduciary expert into a trust is gaining prominence, particularly as trust …