Can a special needs trust include a mobile-first digital trust interface for the trustee?
Absolutely, a special needs trust can, and increasingly *should*, incorporate a mobile-first digital trust interface for the trustee, enhancing transparency, …
Can a special needs trust pay for air purification systems?
The question of whether a special needs trust (SNT) can cover the cost of air purification systems is a common …
Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within a trust is a common one for those …
Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a powerful way to ensure your legacy continues to support causes you care about, but …
Can I structure my estate to maximize multi-generational tax efficiency?
Navigating estate planning with the goal of minimizing taxes across multiple generations requires a proactive and strategic approach, and it’s …
Can I live in a home that’s owned by my irrevocable trust?
The question of residing in a home held by an irrevocable trust is a common one for individuals engaging in …
Can I require the charity to provide program-specific updates to my heirs?
Planning to leave a legacy through charitable giving is a wonderful way to ensure your values continue after you’re gone, …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees is gaining traction, particularly for larger estates or …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements is a complex one, deeply rooted in estate planning …
Can a special needs trust fund job-site evaluations for accessibility?
The question of whether a special needs trust can fund job-site evaluations for accessibility is a multifaceted one, deeply intertwined …