How do I create a revocable living trust?
Creating a revocable living trust is a powerful estate planning tool that allows you to control your assets during your …
Can a special needs trust assist with meal delivery services?
Absolutely, a special needs trust can be strategically utilized to cover the costs of meal delivery services, providing a vital …
Can I bind the remainder charity to transparency covenants in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I require beneficiaries to participate in family-run nonprofits?
The question of whether you can *require* beneficiaries to participate in family-run nonprofits is complex, touching on legal, ethical, and …
Can I create an estate plan without a lawyer?
The question of whether one can create an estate plan without legal counsel is common, and the answer is nuanced. …
Can the trust be funded by disclaiming property from the estate?
Absolutely, a trust can indeed be funded, at least in part, by disclaiming property from an estate, though it’s a …
Can I create an irrevocable trust for a spouse?
The question of whether you can create an irrevocable trust for a spouse is a common one, and the answer …
What is a letter of intent and should I include one with my trust?
A Letter of Intent (LOI), sometimes called a “comfort letter,” is a non-binding document that outlines the terms of an …
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a surprisingly complex one, deeply …
Can my trust hold assets in a different currency?
Yes, a trust can absolutely hold assets denominated in a different currency, but it requires careful planning and consideration of …