Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate professionals – attorneys, financial advisors, accountants, and more …
What is the role of the executor in relation to the trust?
The executor’s role in relation to a trust is often misunderstood, as it differs significantly from their duties in a …
Can my trust be used for long-term care planning?
The question of whether a trust can be utilized for long-term care planning is a frequent one, and the answer …
Can a special needs trust support food delivery for medically restricted diets?
Absolutely, a special needs trust can be carefully structured to cover the costs of food delivery, even for individuals with …
How do I ensure ongoing care for a pet through my trust?
Planning for the future often involves securing financial wellbeing for loved ones, but what about our furry, scaled, or feathered …
Can I prohibit the sale of trust assets outside the family?
Absolutely, you can establish provisions within your trust document to restrict the sale of trust assets to individuals or entities …
How do I retitle my investment accounts to my trust?
Retitling investment accounts to your trust is a crucial step in solidifying your estate plan, ensuring a smooth transfer of …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing into a trust is becoming increasingly prevalent as beneficiaries seek to align their …
Can I fund a special needs trust with stocks or bonds?
Yes, absolutely, a special needs trust can be funded with a variety of assets, including stocks, bonds, mutual funds, and …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust can be split among different nonprofit functions is …