Can a testamentary trust invest in the stock market?
Yes, a testamentary trust absolutely can invest in the stock market, and often does, depending on the terms of the …
Can the trust assist with website accessibility services for the beneficiary?
The question of whether a trust can assist with website accessibility services for a beneficiary is increasingly relevant in our …
Can I include clauses requiring sustainability in CRT asset management?
The increasing desire for socially responsible investing extends to all areas of financial planning, including the management of assets held …
Can a bypass trust provide for emergency legal representation for beneficiaries?
The question of whether a bypass trust can provide for emergency legal representation for beneficiaries is complex, but generally, yes, …
Can a special needs trust pay for medical bracelet or QR tag subscriptions?
A special needs trust, carefully structured to preserve eligibility for government benefits like Supplemental Security Income (SSI) and Medi-Cal, often …
Can I use an irrevocable trust to cap the total inheritance?
The question of limiting total inheritance is a common concern for estate planning, especially for those wanting to ensure responsible …
Can I build in trust-supported maternity or paternity leave?
Navigating the complexities of family leave, especially as business owners or those with significant assets, requires careful planning, and increasingly, …
Can I include clauses requiring sustainability in CRT asset management?
The question of integrating sustainability requirements into Community Property Trust (CPT) or Community Resource Trust (CRT) asset management is gaining …
Can the trust support an innovation grant fund for family projects?
Establishing a family trust is a powerful tool for wealth management, but its versatility extends beyond simple asset protection and …
What is the role of a trust protector?
The role of a trust protector is becoming increasingly vital in modern estate planning, offering a layer of flexibility and …