What is a guardian’s role if a minor is a trust beneficiary?
When a minor is named as a beneficiary in a trust, the legal landscape becomes a bit more nuanced, requiring …
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Can a testamentary trust pay for child support?
A testamentary trust, established through a will and taking effect after death, presents a complex situation when considering the payment …
Can a special needs trust provide funds for shared caregiving platforms?
The question of whether a special needs trust can fund shared caregiving platforms is increasingly relevant as technology reshapes elder …
Can I use both types of trusts in an estate plan?
Absolutely, incorporating both revocable and irrevocable trusts within a comprehensive estate plan is not only possible but often a strategically …
Can a bypass trust provide funds for digital detox retreats for beneficiaries?
The question of whether a bypass trust can fund digital detox retreats for beneficiaries is surprisingly relevant in our increasingly …
What are the reporting requirements for high-value trusts?
High-value trusts, those typically exceeding $5 million in assets, face increasingly complex reporting requirements designed to ensure tax compliance and …
Can I specify that trust distributions be in a specific currency?
The question of specifying currency for trust distributions is a common one, particularly in our increasingly globalized world and with …
Can I require collaboration among beneficiaries for large distributions?
Yes, you absolutely can require collaboration among beneficiaries for large distributions from a trust or estate, and it’s a surprisingly …
Can I assign trustees with dual expertise in finance and sustainability?
The question of whether you can assign trustees with dual expertise in finance and sustainability is increasingly relevant as clients …
Where can I go to clear things up with an estate planning attorney near me?
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. Her aunt Clara’s passing had been sudden, a …