What flexibility does a trust protector have?
A trust protector is a relatively modern addition to the world of estate planning, offering a crucial layer of adaptability …
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Can I reward nonprofit employment with increased distribution rates?
The question of whether to reward nonprofit employment with increased distribution rates from a trust or estate plan is a …
Can I structure tiered inheritance in a testamentary trust?
Absolutely, structuring tiered inheritance within a testamentary trust is not only possible but a remarkably effective way to ensure responsible …
Can a trust pay for private case management services?
The question of whether a trust can pay for private case management services is a common one, particularly as individuals …
How often should a special needs trust be reviewed?
Establishing a special needs trust is a critical step for families seeking to protect the financial future of a loved …
Can I require relocation to family-owned land for access to funds?
The question of tying access to inherited funds to a requirement of relocating to family-owned land is a surprisingly common …
Can I fund a trust using structured settlement payments?
The question of whether structured settlement payments can be used to fund a trust is a common one, particularly for …
Can I link trust disbursements to cost-of-living indexes?
Absolutely, linking trust disbursements to cost-of-living indexes is a sophisticated yet increasingly common practice, particularly in long-term trusts designed to …
Can I link trust distributions to inflation?
The question of whether you can link trust distributions to inflation is a common one, especially in today’s economic climate …
Can I include a non-disclosure agreement within a testamentary trust?
Testamentary trusts, established through a will, offer a powerful mechanism for managing and distributing assets after someone’s passing, but integrating …