Can I limit eligibility for distributions to those who pass a fiduciary exam?
The question of whether to limit distributions from a trust to beneficiaries who pass a “fiduciary exam” is gaining traction …
The question of whether to limit distributions from a trust to beneficiaries who pass a “fiduciary exam” is gaining traction …
Yes, a bypass trust, also known as a credit shelter trust or a family trust, can be structured to distribute …
Yes, a trust can absolutely require that vacation properties be used communally by all heirs, though careful drafting is crucial …
The question of whether a special needs trust can fund items like photography gear for creative therapy is surprisingly nuanced, …
Navigating the complexities of special needs trusts requires careful consideration of allowable expenses and the trust’s overarching goal – to …
The question of whether a special needs trust (SNT) can support the costs associated with emotional support animal (ESA) registration, …
The question of whether a special needs trust (SNT) can fund certification programs in digital skills for beneficiaries is a …
The question of whether a special needs trust (SNT) can fund a digital planner for executive functioning is increasingly relevant …
The question of whether a special needs trust (SNT) can fund subscription boxes aimed at skill-building for a beneficiary is …
The question of whether a special needs trust (SNT) can cover the cost of home gardening tools for therapy is …