Can I specify beneficiaries must complete estate planning themselves to inherit?
The question of whether you can *require* your beneficiaries to undertake their own estate planning as a condition of receiving …
Can a trust protector remove or replace the trustee?
The power of a trust protector to remove or replace a trustee is a crucial, yet often misunderstood, aspect of …
Can I include digital assets in my estate plan?
The question of whether you can include digital assets in your estate plan is increasingly relevant in our modern, digitally-driven …
Can I condition travel-related trust benefits on carbon-offset purchasing?
The idea of tying trust benefits—funds earmarked for travel or experiences—to environmentally responsible actions like carbon offsetting is gaining traction, …
Can a special needs trust cover speech-to-text technology subscriptions?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a key component of that …
Should I notify benefit agencies when funding the trust?
Funding a special needs trust (SNT) is a significant step in securing the future for a loved one with disabilities, …
Can my estate plan include a grievance process for dissatisfied heirs?
Yes, an estate plan can absolutely include a grievance process for dissatisfied heirs, though it’s not a standard feature and …
Can I limit investment to government securities in a testamentary trust?
Yes, you can generally limit investment to government securities within a testamentary trust, though it requires careful drafting and understanding …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund wearable hydration tracking tools is a nuanced one, deeply intertwined …
Can I transfer vehicles into an irrevocable trust?
Transferring vehicles into an irrevocable trust is a common estate planning strategy, though it requires careful consideration and isn’t always …