Can a trust include funding for career coaching?
Absolutely, a trust can be structured to include funding for career coaching, offering a unique and forward-thinking benefit to beneficiaries; …
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Can I assign cultural stewardship roles to beneficiaries based on expertise?
The question of assigning cultural stewardship roles to beneficiaries based on expertise within an estate plan is increasingly relevant as …
Can a special needs trust cover resume-building software?
Navigating the financial aspects of supporting a loved one with special needs is complex, and questions about permissible expenses within …
Can I designate a CPA to oversee annual tax filings for the trust?
Trusts, while excellent tools for estate planning and asset management, come with their own set of tax responsibilities, and a …
Can I set performance goals for the trustee?
Establishing clear performance expectations for a trustee is a critical, yet often overlooked, aspect of effective trust administration and ensuring …
Can a special needs trust include reward-based savings incentives?
Absolutely, a special needs trust can, and often *should*, incorporate reward-based savings incentives, but it requires careful structuring to remain …
Can a special needs trust fund educational speaker series attendance?
The question of whether a special needs trust (SNT) can cover the costs of attending an educational speaker series is …
Can I build-in an emergency response fund within the estate?
Absolutely, incorporating an emergency response fund within your estate plan is a proactive step towards securing your family’s future and …
Can I require a commitment to sobriety to access funds?
The question of whether you can legally and ethically require a commitment to sobriety as a condition for accessing funds …
How do I get help outside of business hours for estate matters near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. A wave of nausea washed over me as …