What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and with it comes the complex task of ensuring all children are fairly and adequately …
Do beneficiaries pay taxes on trust distributions?
The question of whether beneficiaries pay taxes on trust distributions is a common one, and the answer, as with many …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced area of estate planning, …
What happens if the beneficiary becomes ineligible for government benefits?
The question of beneficiary eligibility for government benefits, particularly needs-based programs like Medicaid and Supplemental Security Income (SSI), is a …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, establishing concentration limits within a trust portfolio is a prudent and frequently employed strategy, particularly when dealing with significant …
Can I limit trust funds for digital subscriptions or entertainment?
The question of whether you can limit trust funds for digital subscriptions or entertainment is a common one, particularly as …
Can a CRT remainder be structured to fund a nonprofit-run community center?
Absolutely, a Charitable Remainder Trust (CRT) remainder can indeed be structured to fund a nonprofit-run community center, providing a powerful …
Can a special needs trust pay for data encryption software for sensitive files?
Absolutely, a special needs trust can, and often *should*, pay for data encryption software for sensitive files, recognizing the increasing …
Can a testamentary trust support open-source projects or software development?
Testamentary trusts, created through a will and taking effect after death, offer surprising flexibility in how assets are distributed and …
Can I use a trust for venture capital holdings?
The question of whether a trust can hold venture capital holdings is a complex one, requiring careful consideration of legal …