Can I allow the trustee to loan funds to beneficiaries under strict terms?
The question of whether a trustee can loan funds to beneficiaries is a common one, and the answer, as with …
Can I allow reallocation of real property between branches of the family?
The question of reallocating real property between family branches is a common one in estate planning, and the answer, as …
Can I allow optional disbursement suspensions during market downturns?
The question of whether to allow optional disbursement suspensions during market downturns within a trust is a complex one, deeply …
Can I allow heirs to pool distributions for group investments?
The question of whether heirs can pool distributions for group investments is a common one, particularly as estate planning evolves …
Can I allow for early withdrawals in cases of verified disability?
The question of allowing early withdrawals from a trust due to verified disability is a common one for estate planning …
Can I allow changes to the trust if tax laws change significantly?
Estate planning, particularly when utilizing trusts, is often viewed as a static process—a document created, signed, and then filed away. …
Can I allow a third party to veto certain trust distributions?
Estate planning, at its core, is about control – maintaining it during your life and thoughtfully transferring it after you’re …
Can an ABLE account be rolled into a special needs trust?
The intersection of ABLE (Achieving a Better Life Experience) accounts and Special Needs Trusts (SNTs) is a frequently asked question …
Can a trustee force property sales to pay taxes?
The question of whether a trustee can force the sale of property to pay taxes is a frequent concern for …
Can a trustee be required to pass ethics exams at intervals?
The question of whether a trustee can be required to pass ethics exams at intervals is becoming increasingly relevant in …