Can a CRT pay for financial education programs after termination?
Community Resource Trusts (CRTs), also known as Special Needs Trusts (SNTs) or supplemental needs trusts, are powerful tools designed to …
Can I require verified community involvement hours for distributions?
The question of incorporating required community service hours as a condition for distributions from a trust or estate is a …
Can a special needs trust pay for estate planning services for the beneficiary’s future?
Absolutely, a special needs trust can indeed pay for estate planning services for the beneficiary’s future, but it requires careful …
Can I require the charity to use the remainder in a specific way?
Yes, you can, to a degree, direct how a charity utilizes the remainder of assets within your estate plan, but …
Can I create regional education or mentorship funding with the trust?
Establishing regional education or mentorship funding through a trust is absolutely possible, and a remarkably effective way to enact lasting …
Can the trust specify a maximum annual distribution cap?
Absolutely, a trust can, and often *should*, specify a maximum annual distribution cap, providing a crucial layer of financial prudence …
Can I use the trust to enforce healthy lifestyle incentives?
The idea of incorporating healthy lifestyle incentives within a trust is gaining traction, reflecting a growing desire to not just …
How is a testamentary trust enforced?
A testamentary trust, created within a will, offers a powerful method for managing assets after someone’s passing, but ensuring its …
Can estate planning help manage a timeshare portfolio?
Timeshares, often purchased with dreams of annual vacations, can quickly become financial and logistical burdens, especially when life circumstances change; …
Can the trust fund accessible video game systems for therapeutic use?
The question of whether a trust fund can be used to purchase accessible video game systems for therapeutic purposes is …