Can a special needs trust pay for secure file-sharing platforms?
The question of whether a special needs trust (SNT) can cover the costs of secure file-sharing platforms is a surprisingly …
Can a special needs trust offer a reserve fund for rising insurance premiums?
The question of whether a special needs trust can effectively serve as a reserve fund for escalating insurance premiums is …
Can a trust support pet care expenses for elderly beneficiaries?
The question of whether a trust can support pet care expenses for elderly beneficiaries is increasingly relevant as the human-animal …
Can I make digital footprint reviews part of distribution criteria?
The question of incorporating digital footprint reviews into estate distribution decisions is a novel and increasingly relevant one in the …
Can I allocate funds for eco-friendly burial arrangements?
The increasing awareness of environmental impact extends even to end-of-life decisions, leading many to explore eco-friendly burial options, and yes, …
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) offer a powerful tool for wealth transfer and current income, but life throws curveballs, and economic …
Can I use a testamentary trust if I live abroad?
For U.S. citizens and residents living abroad, establishing a testamentary trust—a trust created through a will—presents unique considerations, but is …
Can a bypass trust be required to publish an annual beneficiary report?
The question of whether a bypass trust—also known as a credit shelter trust—is required to publish an annual beneficiary report …
Can I use biometric identity checks for high-value disbursements?
The question of incorporating biometric identity checks for high-value disbursements is gaining traction as fraud and identity theft continue to …
How Can I Protect My Family’s Future With a Trust?
The flickering candlelight cast long shadows across Sarah’s face as she stared intently at the stack of bills on her …