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 …
Can the trust include a voting system for amendments among heirs?
Absolutely, a trust can indeed incorporate a voting system for amendments among heirs, offering a dynamic and collaborative approach to …
Do beneficiaries pay taxes on trust distributions?
Navigating the tax implications of trust distributions can be complex, but understanding the basics is crucial for both trustees and …
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 complex but increasingly popular concept, …
What happens if the beneficiary becomes ineligible for government benefits?
A crucial, often overlooked, aspect of estate planning is considering the potential impact of inheritances on a beneficiary’s eligibility for …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, implementing concentration limits within a trust or estate portfolio is a common and prudent practice, especially given the increasing …
How can I protect myself during a family estate dispute?
The mahogany table gleamed under the chandelier, reflecting the tension in the room like shattered glass. Uncle Frank’s face was …