Can I set a limit on how much a beneficiary can withdraw annually?
Yes, you absolutely can set limits on how much a beneficiary can withdraw annually from a trust, and it’s a …
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Can I name a family council to advise the trustee?
Establishing a family council to advise a trustee is a proactive step many families take to ensure their estate plan …
Can I require pre-approval for any single expense over a set amount?
Establishing a system for pre-approval of expenses exceeding a certain threshold is a cornerstone of sound financial management, particularly within …
Can a bypass trust be created for unmarried partners?
The question of whether a bypass trust—also known as a credit shelter trust—can be created for unmarried partners is complex, …
Can I specify rent caps for trust-funded housing?
The idea of specifying rent caps for properties held within a trust, particularly those intended as long-term housing, is a …
Can the trust underwrite a family blog or newsletter documenting its impact?
The question of whether a trust can financially support a family blog or newsletter intended to document its philanthropic impact …
What is a stand-alone revocable trust?
A stand-alone revocable trust, often simply called a revocable living trust, is a powerful estate planning tool that allows you …
Can a trust provide living stipends based on career paths?
Absolutely, a trust can be meticulously designed to provide living stipends tailored to the career paths of beneficiaries, offering financial …
Can I assign conditions to property inheritance such as upkeep or use?
The question of whether conditions can be attached to property inheritance, dictating upkeep or specific use, is a common one …
Where can I find a vetted trust attorney?
The flickering fluorescent lights of the hospital room seemed to amplify Sarah’s growing anxiety. Her father, once a vibrant man …