Can a special needs trust fund a financial contingency planning course?
The question of whether a Special Needs Trust (SNT) can fund a financial contingency planning course is complex, but generally, …
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Can I require the trustee to publish annual financial summaries?
As a beneficiary of a trust, the question of transparency and accountability is paramount, and requiring annual financial summaries from …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) present a fascinating intersection of estate planning, tax law, and increasingly, international philanthropic goals; while traditionally …
Can I require conflict resolution workshops for the family?
Navigating family dynamics, especially when estate planning is involved, often reveals underlying tensions and potential conflicts that can derail even …
Can I allow for dynamic reallocation of assets based on changing family needs?
The question of adapting an estate plan to shifting family circumstances is paramount in modern estate planning, particularly as life …
Can I use a testamentary trust to direct future philanthropic missions?
Yes, a testamentary trust is an excellent vehicle for directing future philanthropic missions, allowing individuals to continue supporting causes they …
How are digital contracts treated in testamentary trusts?
The increasing prevalence of digital contracts, often referred to as “clickwrap” or “online” agreements, presents unique challenges and considerations for …
Can I include international property in my estate plan?
Yes, you absolutely can include international property in your estate plan, though it significantly increases the complexity and requires careful …
Can testamentary trusts be structured to reduce generational tax burdens?
Testamentary trusts, created within a will, offer a powerful tool for estate planning, especially when aiming to minimize tax liabilities …
Can a special needs trust fund special event attire?
A Special Needs Trust (SNT) can indeed be used to fund special event attire, but it’s not as straightforward as …