What’s the next step after identifying an estate planning issue near by
The rain hammered against the window, mirroring the tempest brewing inside old Mr. Abernathy. He’d just received a letter from …
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How do I resolve a dispute involving trust assets
The antique clock ticked relentlessly, each second echoing the growing tension in the room. Old Man Hemlock had passed, leaving …
Can a bypass trust include instructions for succession of art or cultural artifacts?
The question of whether a bypass trust can include instructions for the succession of art or cultural artifacts is a …
Can I require dual signatures for distributions above a set amount?
Absolutely, incorporating a requirement for dual signatures on distributions exceeding a predetermined amount is a common and highly recommended practice …
Can the trust handle debt repayment for heirs?
A properly structured trust can indeed handle debt repayment for heirs, but it’s not a simple yes or no answer; …
Can I assign trustees with dual expertise in finance and sustainability?
The question of assigning trustees with dual expertise in finance and sustainability is increasingly relevant as beneficiaries and settlors prioritize …
Can a special needs trust pay for ergonomic occupational equipment certification?
A special needs trust (SNT) can potentially pay for ergonomic occupational equipment certification, but the specifics depend heavily on the …
Can a special needs trust include transportation planning services?
Absolutely, a special needs trust can and often *should* include provisions for transportation planning services, recognizing that reliable transport is …
Can I require dual signatures for distributions above a set amount?
Yes, you absolutely can, and often should, require dual signatures for distributions above a certain amount from a trust, especially …
Can I limit trust access for beneficiaries involved in litigation?
The question of limiting trust access for beneficiaries embroiled in legal battles is a common concern for trust creators and …