Can a special needs trust include recurring trustee accountability reports?
Absolutely, a special needs trust can, and often *should*, include provisions for recurring trustee accountability reports, providing a vital layer …
Can I make charitable donor-advised funds part of trust administration?
Absolutely, incorporating charitable donor-advised funds (DAFs) into trust administration is a powerful strategy for clients who wish to blend estate …
Can a special needs trust provide software for scheduling rotating caregivers?
Establishing a special needs trust is a crucial step for families seeking to protect the financial future of a loved …
Can I require the trustee to provide annual updates to my heirs?
The question of whether you can require a trustee to provide annual updates to your heirs is a common one …
Can estate planning help protect assets from nursing home costs?
The escalating costs of long-term care, particularly nursing home expenses, are a significant concern for many Americans, with the national …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs), while often associated with financial institutions and community development, can indeed be creatively adapted to support …
Can the trust guarantee rent for the beneficiary’s housing?
This is a frequently asked question, and the short answer is, yes, a trust *can* be structured to guarantee rent …
Can the trust purchase art for educational or legacy purposes?
Absolutely, a trust can indeed purchase art, whether for educational endeavors or to build a lasting family legacy, and it’s …
Can a bypass trust qualify for the marital deduction?
The marital deduction is a cornerstone of estate planning, allowing for the transfer of an unlimited amount of assets to …
Can the trust assist with debt management services for the beneficiary?
Establishing a trust is a powerful tool in estate planning, but its ability to directly provide debt management services for …