Are there non-profit organizations that manage special needs trusts?
The question of who can manage a special needs trust (SNT) is a critical one for families planning for the …
admin
Can a trust provide gap-year stipends with specific goals?
Yes, a trust can absolutely be structured to provide gap-year stipends with specific, measurable goals, offering a unique and increasingly …
Can a CRT be dissolved if the beneficiary charity is no longer qualified?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I define tiered access to education-related funding over a lifetime?
The question of structuring lifetime educational funding, with varying levels of access, is a complex one, often addressed through careful …
Can I penalize risky behavior in my trust design?
The question of whether you can “penalize” risky behavior within a trust design is a complex one, and the answer …
Can I make distribution contingent on financial literacy certification?
The question of whether you can make distributions from a trust contingent on a beneficiary receiving financial literacy certification is …
Can I transfer real estate to a community land trust in my plan?
The question of incorporating real estate transfer to a community land trust (CLT) into your estate plan is a nuanced …
Can the trust fund pay for tutoring or vocational training?
The question of whether a trust fund can pay for tutoring or vocational training is a common one, and the …
Can I define tiered access to education-related funding over a lifetime?
The concept of strategically allocating funds for education across a lifetime, with varying levels of access depending on life stages …
Can I penalize risky behavior in my trust design?
The question of whether you can penalize risky behavior within a trust design is a complex one, increasingly relevant as …