Can I set expiration terms for unused inheritance portions?
The question of whether you can set expiration terms for unused portions of an inheritance is complex, deeply intertwined with …
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Should I notify benefit agencies when funding the trust?
Establishing a trust is a significant step in estate planning, but it often raises questions about how this impacts existing …
Can my estate plan include a grievance process for dissatisfied heirs?
The question of whether an estate plan can incorporate a grievance process for dissatisfied heirs is becoming increasingly relevant as …
Can I limit investment to government securities in a testamentary trust?
Yes, you can generally limit investments within a testamentary trust to government securities, though it requires careful drafting and consideration …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund items like wearable hydration tracking tools is increasingly relevant as …
Can I tie trust access to local residency compliance?
The question of whether trust access can be tied to local residency compliance is a complex one, frequently arising in …
Can I set conditions on distributions?
Absolutely, establishing conditions on how and when your assets are distributed is a cornerstone of effective estate planning, and a …
Can I require trustee succession planning?
Absolutely, requiring trustee succession planning is not only possible but a highly recommended practice for any well-structured trust, ensuring its …
Can a trust be used to protect assets for my children?
Absolutely, a trust is a remarkably effective tool for safeguarding and growing assets for your children, offering far more control …
Can I establish a bypass trust in a different state for tax reasons?
The question of establishing a bypass trust in a different state, specifically for tax advantages, is complex and requires careful …