Can I include a travel fund with guidelines for accessible destinations?
Establishing a special needs trust, particularly one that contemplates funding for travel, requires careful planning and consideration. While seemingly straightforward, …
Can I include a rotating scholarship grant within the trust?
The question of whether a rotating scholarship grant can be included within a trust is a common one for estate …
Can I include a letter of intent with my testamentary trust?
The question of whether you can include a letter of intent with your testamentary trust is a common one for …
Can I include a community reintegration bonus for specific accomplishments?
The question of incorporating a “community reintegration bonus” within a trust, specifically for beneficiaries navigating a return to society after …
Can I include a clause that redirects unused funds after 50 years?
The question of incorporating a “sunset clause” or a redirection provision for unused funds within a trust – specifically after …
Can I include a clause allowing the trustee to withhold distributions?
The question of whether a trust document can—and should—include a clause allowing the trustee to withhold distributions is a critical …
Can I impose environmental stewardship duties on property held in trust?
The question of whether one can impose environmental stewardship duties on property held in trust is increasingly relevant as awareness …
Can I exclude stepchildren from my estate?
The question of whether you can exclude stepchildren from your estate plan is a common one for blended families considering …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements within a trust is a complex one, deeply rooted …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust, often called an A/B trust or credit shelter …