Can the trust provide startup capital for supported employment?
Establishing a trust can be a powerful tool for securing a future for a loved one with special needs, and …
Establishing a trust can be a powerful tool for securing a future for a loved one with special needs, and …
Yes, a special needs trust can, and often *should*, include provisions for recurring trustee accountability reports, providing crucial oversight and …
Establishing a family council to advise the trustee of a trust is a frequently asked question and a beneficial practice …
Establishing pre-approval thresholds for expenses within a trust is a crucial component of responsible trust administration, ensuring that the trustee …
The integration of biometric technology into beneficiary verification processes is a rapidly evolving area within estate planning, offering potential enhancements …
The question of requiring debt-free certification from heirs before granting full access to inherited assets is a complex one, often …
Yes, you absolutely can set limits on how much a beneficiary can withdraw annually from a trust, and it’s a …
Establishing a family council to advise a trustee is a proactive step many families take to ensure their estate plan …
Establishing a system for pre-approval of expenses exceeding a certain threshold is a cornerstone of sound financial management, particularly within …
The question of whether a bypass trust—also known as a credit shelter trust—can be created for unmarried partners is complex, …