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Can a special needs trust pay for prescription delivery services?

June 3, 2025 by admin

A special needs trust (SNT) is a powerful tool designed to enhance the quality of life for individuals with disabilities …

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Can the trustee hire professionals to manage trust assets?

June 3, 2025 by admin

Absolutely, a trustee not only *can* hire professionals to manage trust assets, but in many cases, they have a fiduciary …

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Can the trust pay for estate planning fees for future generations?

June 3, 2025 by admin

That’s a frequently asked question, and the answer is, yes, with careful planning, a trust can indeed be structured to …

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Can I close a trust before I die?

June 3, 2025 by admin

Yes, you can absolutely close a trust before you die, but the process isn’t always straightforward and depends heavily on …

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Can a trust reward marriage or parenting milestones?

June 3, 2025 by admin

The question of whether a trust can reward marriage or parenting milestones is increasingly common as estate planning evolves beyond …

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Can I establish protocols for managing trust during pandemics or crises?

May 9, 2025 by admin

The question of proactively establishing protocols for managing trusts during pandemics or crises is increasingly relevant in our interconnected world. …

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Can I establish legacy stewardship roles for future generations?

May 9, 2025 by admin

The concept of legacy stewardship—ensuring values, wealth, and wisdom are passed down effectively—is gaining traction, especially amongst high-net-worth individuals and …

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Can I establish an estate-funded loan program for heirs starting businesses?

May 9, 2025 by admin

The idea of establishing an estate-funded loan program for heirs venturing into entrepreneurship is increasingly popular, particularly amongst high-net-worth individuals …

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Can I establish a private family credit rating monitored by the trustee?

May 9, 2025 by admin

The concept of a “private family credit rating” monitored by a trustee is unconventional, yet increasingly relevant in the landscape …

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Can I establish a CRT with a flexible start date for income payments?

May 9, 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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