Can I require the trustee to take a biennial course on fiduciary law updates?
As a grantor establishing a living trust, the question of ongoing trustee education is a prudent one, reflecting a commitment …
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Can I transfer stock or bonds to my trust?
Yes, you absolutely can, and often should, transfer stock and bonds into your living trust as part of a comprehensive …
Can I include clauses that allow redistribution after global financial crises?
The question of incorporating clauses into a living trust that trigger redistribution of assets following a global financial crisis is …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …
Can I require impact investment verification from portfolio managers?
The increasing demand for socially responsible investing has led many investors to seek “impact investments” – those intended to generate …
Can a special needs trust pay for non-driver ID renewals?
Navigating the financial aspects of caring for a loved one with special needs requires meticulous planning, and a frequent question …
Can I use an irrevocable trust to qualify for long-term care benefits?
Navigating the complexities of long-term care planning requires careful consideration of asset protection strategies, and irrevocable trusts are frequently discussed …
Can a special needs trust be designed for temporary disability?
While traditionally associated with lifelong disabilities, a special needs trust (SNT) *can* be structured to address temporary disabilities, though it …
How Can Trusts Safeguard My Assets for Future Generations?
The grandfather clock chimed twice, echoing through the empty hallway. Rain lashed against the windows, mirroring the storm raging within …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …