Can I fund a trust using structured settlement payments?
The question of whether structured settlement payments can be used to fund a trust is a complex one, with nuances …
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Can I require annual tax return submission by beneficiaries?
The question of requiring annual tax return submission from beneficiaries of a trust is a nuanced one, deeply intertwined with …
Can I structure estate distributions to encourage savings?
Absolutely, estate planning offers surprisingly robust tools to not only distribute assets but also to subtly—or not so subtly—encourage responsible …
Can I include a non-disclosure agreement within a testamentary trust?
A testamentary trust, created through a will and taking effect upon death, offers a powerful mechanism for managing and distributing …
Can a special needs trust provide funds for storage of medical backup equipment?
Absolutely, a special needs trust can be strategically designed to provide funds for the storage of vital medical backup equipment, …
Can I assign different trustees for different parts of the trust?
The question of whether you can assign different trustees for different parts of a trust is a common one, and …
Can a CRT distribute income through a spendthrift clause?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets, receive income for a specified …
Can a testamentary trust pay estate debts?
Testamentary trusts, created within a will, are powerful tools for managing assets after someone passes away, but determining whether they …
Can a CRT be structured to pay trustee bonuses based on ethical benchmarks?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in structuring distributions and trustee compensation, but linking bonuses directly to …
What measures should I take after discovering trust mishandling?
The old, leather-bound journal felt heavy in Amelia’s hands. Dust motes danced in the afternoon sun as she carefully turned …