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Can I require trustee term limits in a CRT?

June 2, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …

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Can a special needs trust include quarterly well-being check-ins?

June 2, 2025 by admin

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?

June 2, 2025 by admin

The question of whether a trust fund can cover subscriptions to therapy-based mobile apps is increasingly relevant in today’s digital …

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Can I add a clause requiring transparency from the trustee in all transactions?

June 2, 2025 by admin

The question of trustee transparency is paramount in establishing a robust and trustworthy living trust, and absolutely, you can—and often …

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Can I require quarterly audits from an independent firm?

June 2, 2025 by admin

Yes, you can absolutely require quarterly audits from an independent firm for a trust or estate, though it’s not a …

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  • Can I require trustee term limits in a CRT?
  • Can a special needs trust include quarterly well-being check-ins?
  • Can a trust fund subscriptions to therapy-based mobile apps?

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