Can a CRT remainder create a revolving loan fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, designed to provide income to a grantor (or other beneficiaries) for …
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Can I require quarterly beneficiary check-ins for updates?
Establishing a trust is a powerful tool for managing and distributing assets, but it’s not a ‘set it and forget …
Can I provide additional funds for beneficiaries who adopt or foster children?
The question of supplementing trust distributions for beneficiaries who undertake the significant financial and emotional commitment of adoption or foster …
Can I structure the trust to prioritize education over other expenses?
Absolutely, a trust can be meticulously structured to prioritize educational expenses for your beneficiaries, ensuring their future academic pursuits are …
Can a trust provide support for gender-affirming care?
Yes, a trust can absolutely be structured to provide financial support for gender-affirming care, offering a dedicated means to ensure …
Can the trust include built-in protections for beneficiaries with special needs?
Absolutely, a thoughtfully constructed trust can and *should* include specific provisions to protect beneficiaries with special needs, ensuring their long-term …
Can I cap lifetime distributions from the trust to prevent overuse?
Establishing a trust is a powerful tool for wealth management and ensuring your assets are distributed according to your wishes, …
Can I use a trust to fund diversity, equity, and inclusion initiatives?
The question of utilizing a trust to fund diversity, equity, and inclusion (DEI) initiatives is becoming increasingly popular as individuals …
Can I assign family leaders to evaluate trust success annually?
The idea of assigning family leaders to evaluate trust success annually is a common one, and while seemingly logical, it …
What happens if a minor inherits without a trust?
When a minor—someone under the age of 18 in most states—inherits property, the situation becomes significantly more complex than if …