Can I fund apprenticeships instead of formal education?
The rising cost of traditional four-year college degrees has prompted many to explore alternative pathways to career success, and funding …
Can I exclude individuals from receiving benefits if they contest the trust?
The question of whether you can exclude individuals from receiving benefits if they contest a trust is a common concern …
Can a trust distribute assets in-kind?
Yes, a trust can absolutely distribute assets in-kind, meaning it can transfer ownership of specific property—like real estate, stocks, or …
Can I protect against estate taxes in both my state and federally?
Estate taxes, both at the state and federal levels, can significantly diminish the wealth passed on to your heirs, making …
Can I include performance benchmarks for trust investments?
Establishing a trust is a significant step in securing your financial future and ensuring your assets are distributed according to …
What is the purpose of a testamentary trust?
A testamentary trust is a trust created within a will, coming into effect only *after* the death of the grantor—the …
Can I mandate life coaching for young adult beneficiaries?
The question of whether you can *mandate* life coaching for young adult beneficiaries within a trust is complex, navigating legal …
Can I allow discretionary hardship distributions for emergencies?
The question of allowing discretionary hardship distributions for emergencies is a common one for individuals planning for their future, and …
Can I protect against estate taxes in both my state and federally?
Estate taxes, both at the federal and state level, can significantly diminish the wealth passed on to your heirs, but …
Can I structure a bypass trust to terminate on a future law change?
The question of structuring a bypass trust to terminate upon a future law change is a complex one, heavily reliant …