Can I set up the trust so that distributions are based on academic performance?
The question of tying trust distributions to academic performance is a surprisingly common one, and the answer is a resounding …
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Can I require a trustee to consult with specific professionals annually?
The question of whether you can *require* a trustee to consult with specific professionals annually is complex, rooted in the …
Can a bypass trust distribute income to multiple generations?
The short answer is yes, a bypass trust, also known as a generation-skipping trust, is specifically designed to distribute assets …
Can the trust assist with long-term community housing affordability for heirs?
The question of whether a trust can assist with long-term community housing affordability for heirs is becoming increasingly relevant, especially …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor is a common one for individuals navigating estate planning, especially …
Can a trust be created for a couple but split later?
Yes, a trust can absolutely be created for a couple and subsequently split, though the process isn’t always simple and …
Can a bypass trust own a limited liability company (LLC)?
Yes, a bypass trust, also known as a B trust or a credit shelter trust, can absolutely own a limited …
Can a special needs trust pay for educational expenses?
Yes, a special needs trust can indeed pay for educational expenses, but navigating the rules requires careful planning and understanding …
Can I link disbursements to benchmarks in career growth or entrepreneurship?
The strategic allocation of financial resources, or “disbursements,” is undeniably linked to achieving milestones in both career advancement and entrepreneurial …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) offer a compelling avenue for individuals to support causes they care about while simultaneously enjoying income …