Can I make distributions dependent on financial literacy training?
The idea of tying distributions from a trust or estate to a beneficiary’s completion of financial literacy training is gaining …
Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating estate distribution to heirs with mental health challenges presents unique legal and ethical considerations, and while a direct requirement …
Can the trust include protections from creditors of the beneficiaries?
Absolutely, a trust can be structured to include protections from the creditors of its beneficiaries, although the degree of protection …
Can the trust cover retraining for a mid-career job change?
The question of whether a trust can cover retraining for a mid-career job change is multifaceted, hinging on the specific …
Who pays taxes on income from the trust?
Determining who pays taxes on income from a trust is a surprisingly complex question, and the answer depends heavily on …
Can a trust include a provision to adapt to law changes?
Trusts are powerful estate planning tools, but the legal landscape is constantly evolving; incorporating provisions for adaptability is crucial for …
Can I name a succession of guardians for my children?
Planning for the future care of your children is one of the most important aspects of estate planning, and a …
Can I fund a CRT from earnings through a royalty trust?
The question of whether one can fund a Charitable Remainder Trust (CRT) from earnings generated by a royalty trust is …
Can I create a testamentary trust through an online will service?
The convenience of online will services has undeniably democratized estate planning, allowing individuals to create basic wills from the comfort …
Can a CRT be managed according to Sharia or religious finance principles?
Community Reinvestment Trusts (CRTs) present a fascinating intersection with Sharia-compliant finance, requiring careful structuring to align with Islamic principles prohibiting …