Can I limit distributions if a beneficiary has no estate plan of their own?
The question of whether you can limit distributions to a beneficiary lacking their own estate plan is a common concern …
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Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on household income is a surprisingly common one, …
Can I limit a beneficiary’s control over their inheritance using a testamentary trust?
The question of controlling how a beneficiary manages inherited assets is a common concern for estate planning attorneys like Steve …
Can I Leave Non-Binding Instructions with My Trust?
The question of whether you can leave non-binding instructions with your trust is a common one for estate planning clients …
Can I leave funds for religious pilgrimage or tradition-based travel?
Estate planning often encompasses more than just financial assets; it’s about preserving your values and ensuring your wishes are carried …
Can I invest CRT assets in municipal bonds for tax-free income?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …
Can I instruct the charity to spend funds within a specific timeframe?
The question of dictating a spending timeframe for charitable donations is a common one, and the answer, as with many …
Can I include non-family members as observers in trust decision-making?
The question of whether to include non-family members as observers in trust decision-making is a surprisingly common one for Ted …
Can I include milestones in a special needs trust to encourage independence?
The creation of a special needs trust (SNT) is often born out of a deep desire to provide long-term care …
Can I include life coaching or mentorship funding in the trust plan?
The question of incorporating funding for life coaching or mentorship within a trust plan is becoming increasingly common as individuals …