Can a testamentary trust fund cross-generational storytelling or media projects?
Testamentary trusts, established through a will and taking effect after death, are traditionally viewed as tools for managing assets and …
Can a special needs trust pay for online dating services tailored to people with disabilities?
The question of whether a special needs trust (SNT) can cover the costs of online dating services designed for individuals …
Can I set milestone-based investment releases?
The question of whether you can structure investment releases based on milestones is a crucial one for many estate plans, …
What are the annual reporting obligations for the trust?
Trusts, while excellent vehicles for asset management and estate planning, aren’t simply “set it and forget it” entities; they come …
Can I assign fiduciary succession protocols?
The seamless transfer of responsibility when a trustee or executor is unable to continue their duties is a crucial, yet …
Can I require asset diversification within the trust?
Navigating the complexities of estate planning often leads to questions about control, and one frequently asked concern is whether a …
Can I plan for unequal asset distribution without causing conflict?
Planning for unequal asset distribution amongst heirs is a common, yet sensitive, area of estate planning, and yes, it absolutely …
Can a special needs trust include digital literacy coaching for seniors with disabilities?
Absolutely, a special needs trust can, and in many cases *should*, include provisions for digital literacy coaching for seniors with …
Can a special needs trust sponsor personal safety classes?
The question of whether a special needs trust can sponsor personal safety classes is a nuanced one, deeply rooted in …
Can the trust implement decision-making by algorithm with human oversight?
The concept of incorporating algorithmic decision-making within a trust, while retaining essential human oversight, is rapidly evolving within estate planning, …