Can I include charitable obligations in the estate structure?
Absolutely, incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes …
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Can I leave instructions for the trustee on hiring financial advisors?
Navigating the complexities of estate planning often extends beyond simply distributing assets; it involves ensuring those assets continue to grow …
Can a special needs trust support life coaching tailored for disability planning?
Absolutely, a special needs trust (SNT) can, and often should, support life coaching tailored for disability planning, provided it aligns …
Can I include loan provisions for beneficiaries in a testamentary trust?
Yes, it is absolutely possible to include loan provisions for beneficiaries within a testamentary trust, though careful consideration and legal …
Can I create access tiers within the trust based on accountability measures?
The question of structuring access to trust assets based on accountability is a fascinating and increasingly relevant one in modern …
Can I use a letter of intent with my will?
A letter of intent, sometimes called a “comfort letter,” can be a valuable supplement to a comprehensive estate plan, including …
Can a trust sponsor tech literacy programs for adults with disabilities?
Absolutely, a trust can be a powerful vehicle for sponsoring tech literacy programs for adults with disabilities, offering a sustainable …
Can a CRT be designed to automatically dissolve under certain regulatory conditions?
Community Property Trusts (CPTs), also known as Revocable Living Trusts holding community property, are powerful estate planning tools, but the …
Can a special needs trust invest in the stock market?
Yes, a special needs trust can absolutely invest in the stock market, but it requires careful consideration and adherence to …
Can the trust help support technological training for job placement?
Absolutely, a thoughtfully crafted trust can be a powerful tool to fund technological training aimed at job placement for beneficiaries, …