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 …
Can I set conditions on how my beneficiaries receive their inheritance?
Yes, you absolutely can set conditions on how your beneficiaries receive their inheritance, and it’s a surprisingly common practice facilitated …
Can estate planning ensure continuity for a vacation home?
Estate planning is crucial for ensuring a smooth transition of all assets, and a vacation home, often laden with sentimental …
Can a bypass trust distribute assets in the form of real estate instead of cash?
Absolutely, a bypass trust, also known as a credit shelter trust or an AB trust, isn’t limited to distributing only …
Can I use estate funds to create time capsules for descendants?
The question of utilizing estate funds for unique legacy projects like time capsules for descendants is increasingly common, and while …
What happens if a testamentary trust is not fully funded?
A testamentary trust, created within a will, can be a powerful estate planning tool, but its effectiveness hinges on proper …
Who Helps Create A Digital Estate Plan
My phone buzzed insistently, jolting me awake. It was my cousin Sarah, her voice shaky with panic. “John’s gone,” she …