Can I designate that excess income from the trust be reinvested?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
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Can the trust limit access to certain classes of assets?
Yes, a trust can absolutely limit access to certain classes of assets, providing a powerful tool for estate planning and …
Can I assign a climate impact officer to oversee environmental compliance of the trust?
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction as …
Can I provide assistance for court or custody proceedings involving heirs?
Navigating court or custody proceedings involving heirs can be incredibly complex, extending far beyond simply updating a will or trust. …
Can a special needs trust support job fair attendance expenses?
The question of whether a special needs trust can cover job fair attendance expenses is a common one for beneficiaries …
Can the trust be used to transfer family heirlooms and collectibles?
Absolutely, a trust is an excellent vehicle for seamlessly transferring cherished family heirlooms and collectibles, ensuring they remain within the …
How long does it take to establish an irrevocable trust?
Establishing an irrevocable trust isn’t a quick, one-size-fits-all process; the timeframe can vary significantly depending on the complexity of your …
Can I set up triggers in the trust based on global or political events?
The question of incorporating triggers tied to global or political events into a trust is increasingly relevant in today’s volatile …
Can a bypass trust fund long-term care insurance for the surviving spouse?
The question of whether a bypass trust can fund long-term care insurance for the surviving spouse is complex, and the …
Who do I ask to double-check my estate plan near me
The phone slipped from Sarah’s grasp, clattering onto the hardwood floor. Her eyes welled with tears as she reread the …