Can a special needs trust include quarterly well-being check-ins?
Absolutely, a special needs trust can, and often should, include provisions for regular well-being check-ins, ensuring the beneficiary receives not …
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Can a trust fund subscriptions to therapy-based mobile apps?
The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in today’s digital …
Can I add a clause requiring transparency from the trustee in all transactions?
The question of trustee transparency is paramount in establishing a robust and trustworthy living trust, and absolutely, you can—and often …
Can I require quarterly audits from an independent firm?
Yes, you can absolutely require quarterly audits from an independent firm for a trust or estate, though it’s not a …
Can I restrict trust-funded education to accredited institutions only?
The question of whether you can restrict trust-funded education to accredited institutions only is a common one for parents and …
Can a special needs trust cover daily transportation expenses?
Navigating the financial landscape for a loved one with special needs requires meticulous planning, and a frequently asked question revolves …
Can the trust provide support for mobile therapy vehicles?
Establishing a trust is a powerful way to ensure your assets are distributed according to your wishes, but the scope …
Can a trust withhold distributions for beneficiaries who declare bankruptcy?
The question of whether a trust can withhold distributions to a beneficiary who declares bankruptcy is a complex one, heavily …
Can a bypass trust be used to support a surviving spouse while preserving assets for children?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust, is a powerful estate planning …
Who can assist me in resolving estate issues near me?
The phone rang, jarring Martha from her afternoon tea. It was her brother, Michael, his voice thick with worry. “Mom’s …