What’s the biggest benefit of avoiding probate with a trust?
Avoiding probate with a trust offers a multitude of benefits, but perhaps the most significant is the preservation of your …
Can I provide stipends for creative or artistic pursuits?
Providing financial support to loved ones for creative or artistic endeavors is a generous act, but it requires careful planning …
Can I embed AI or smart contracts to manage trust distributions?
The integration of artificial intelligence (AI) and smart contracts into trust and estate planning, specifically for managing distributions, is a …
Can a special needs trust fund adaptive sports or fitness programs?
Absolutely, a special needs trust can indeed fund adaptive sports or fitness programs, and doing so is often highly encouraged …
Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can offer significant tax benefits while supporting charitable organizations, but …
Can I structure incentive distributions for philanthropy milestones?
The question of structuring incentive distributions tied to philanthropic milestones is gaining traction as high-net-worth individuals and families seek innovative …
Should I share the trust terms with the beneficiaries?
Deciding whether to share the terms of a trust with its beneficiaries is a frequent question for trustees and grantors, …
Can I link trust access to qualifying certifications or licenses?
The question of linking trust access to qualifying certifications or licenses is a nuanced one within estate planning, and the …
Can the trust fund scientific research or innovation by beneficiaries?
Trusts are versatile estate planning tools, but their ability to fund scientific research or innovation by beneficiaries isn’t always straightforward; …
Can I structure a tiered inheritance model tied to personal growth metrics?
The question of whether one can structure a tiered inheritance model tied to personal growth metrics is becoming increasingly common …