Can a bypass trust sponsor wellness evaluations every five years?
Bypass trusts, also known as generation-skipping trusts, are powerful estate planning tools designed to transfer assets to grandchildren (or more …
Can I designate sustainability-focused review checkpoints every decade?
The question of integrating sustainability reviews into estate plans, specifically designating checkpoints every decade, is gaining traction as clients increasingly …
Can I establish protocols for resolving family disagreements?
Navigating family dynamics surrounding estates can be incredibly challenging, and proactively establishing protocols for resolving disagreements is not only possible, …
Can a bypass trust distribute assets to adopted children?
The question of whether a bypass trust can distribute assets to adopted children is nuanced and depends heavily on the …
Can the trust hold hedge funds or alternative investments?
Yes, a trust can absolutely hold hedge funds or alternative investments, but it requires careful planning and understanding of the …
Can a trust contain a wellness reserve fund for emergencies?
Absolutely, a trust can, and often should, contain a wellness reserve fund for emergencies, providing a crucial financial safety net …
Can I set up a trust for my pet in my will?
The question of providing for a beloved companion after one’s passing is becoming increasingly common, and the answer is a …
Can I require a beneficiary to live in inherited property?
The question of whether you can legally require a beneficiary to live in inherited property is a common one, and …
Can I support interfaith family traditions through trust documents?
The blending of faiths within a family is becoming increasingly common, creating unique challenges and opportunities when it comes to …
Are there limits on how much money can go into a special needs trust?
While there isn’t a strict dollar limit on how much money can be deposited into a Special Needs Trust (SNT), …