Can the trust support the purchase of social-emotional learning tools?
Trusts, while often associated with financial assets and traditional bequests, can indeed be structured to support a surprisingly wide range …
Can a trust mandate climate resilience planning for family property?
The increasing impacts of climate change are prompting families to consider long-term sustainability, not just for their lifestyles but also …
Can a CRT income stream be pledged as collateral?
Charitable Remainder Trusts (CRTs) offer a fascinating intersection of charitable giving and financial planning, and the question of whether the …
Can I include “clawback” provisions if a beneficiary misuses funds?
The question of whether you can include “clawback” provisions within a trust to address beneficiary misuse of funds is a …
Can the trust pay for caregiving of elderly relatives?
Yes, a properly structured trust can indeed pay for the caregiving of elderly relatives, but the specifics depend heavily on …
Can the trust support the purchase of social-emotional learning tools?
Trusts, while often associated with financial investments and property, can indeed be structured to support a surprisingly broad range of …
Can a trust mandate climate resilience planning for family property?
The increasing impacts of climate change—rising sea levels, intensified wildfires, and more frequent extreme weather events—are prompting families to consider …
Can a CRT income stream be pledged as collateral?
Charitable Remainder Trusts (CRTs) offer a unique avenue for both charitable giving and income generation, but the question of whether …
Should I use an attorney to draft a special needs trust?
Navigating the complexities of providing long-term care for a loved one with special needs requires careful planning, and a Special …
Can I require that distributions be managed by a licensed advisor?
Absolutely, you can, and often should, require that distributions from a trust be managed by a licensed financial advisor, ensuring …