Can a special needs trust subsidize subscription boxes for skill-building?
The question of whether a special needs trust can subsidize subscription boxes designed for skill-building is a nuanced one, dependent …
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Can a testamentary trust fund apprenticeships in lieu of college tuition?
A testamentary trust, established through a will and taking effect after death, offers considerable flexibility in how assets are distributed, …
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to receive regular financial updates, such as monthly budget reports, is a …
Can the trust support local transportation card reloading?
The question of whether a trust can support local transportation card reloading is becoming increasingly relevant as our lives become …
Can my trust become irrevocable automatically?
The question of whether a trust can become irrevocable automatically is a common one for estate planning clients, and the …
Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, established within a will and coming into effect after death, present a nuanced approach to asset protection, differing …
Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can – or should – be required to pass ethics exams at intervals is …
Can I create a plan for the reallocation of unused trust funds?
Trusts, while powerful estate planning tools, don’t always spend every penny exactly as initially intended; life changes, unforeseen circumstances, or …
Can I direct the trust to provide companionship or social supports?
The question of whether a trust can direct funds towards companionship or social supports is becoming increasingly common, reflecting a …
Can a special needs trust offer disaster evacuation planning?
The question of whether a special needs trust can incorporate disaster evacuation planning is increasingly relevant, especially in regions prone …