Can a bypass trust make periodic charitable donations on behalf of the family?
A bypass trust, also known as a credit shelter trust or an A-B trust, is a common estate planning tool …
Can the trust require that all asset appraisals be conducted bi-annually?
Absolutely, a trust can indeed require that all asset appraisals be conducted bi-annually, and it’s a practice Ted Cook, as …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can absolutely include co-investment agreements with other family trusts, and in fact, this is a sophisticated estate …
Can a special needs trust pay for estate planning services for the beneficiary’s future?
The question of whether a Special Needs Trust (SNT) can cover estate planning services for its beneficiary is a nuanced …
Can a special needs trust pay for curated relaxation toolkits?
The question of whether a special needs trust can pay for curated relaxation toolkits is a surprisingly common one, particularly …
Can a special needs trust pay for benefits application coaching?
Navigating the world of benefits for individuals with special needs is complex, often requiring dedicated support beyond legal guidance. The …
Can a special needs trust pay for accessible game development tools for therapeutic use?
The question of whether a special needs trust (SNT) can fund accessible game development tools for therapeutic use is complex, …
Can a special needs trust own life insurance?
The question of whether a special needs trust can own life insurance is a common one for families caring for …
Can a special needs trust offer disaster evacuation planning?
The question of whether a special needs trust (SNT) can offer disaster evacuation planning isn’t about the trust *directly* providing …
Can a special needs trust include reward-based savings incentives?
The question of whether a special needs trust (SNT) can include reward-based savings incentives is a nuanced one, deeply rooted …