Can I use the estate to cover training for nonprofit board participation?
The question of utilizing estate assets to fund training for nonprofit board participation is a nuanced one, deeply rooted in …
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
Can the trust fund legal advocacy related to special education rights?
Navigating the landscape of special education can be incredibly complex, and ensuring a child receives the appropriate support often requires …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is complex and touches upon both …
Can a bypass trust support religious or faith-based education for beneficiaries?
Bypass trusts, also known as “B” trusts, are powerful estate planning tools designed to maximize the use of estate and …
Can the trust fund mobile-friendly online banking services for the beneficiary?
The question of whether a trust fund can facilitate mobile-friendly online banking for a beneficiary is increasingly relevant in our …
Can I assign a digital executor within the trust?
The question of whether you can assign a digital executor within your trust is becoming increasingly relevant as our lives …
Can I assign different investment strategies to different testamentary trusts?
The short answer is a resounding yes, you absolutely can assign different investment strategies to different testamentary trusts, and often, …
Can testamentary trusts operate across different legal jurisdictions?
Testamentary trusts, created through a will and taking effect upon death, present unique challenges when assets and beneficiaries are located …
Where can I turn for dependable legal help with estates?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My aunt Maggie was gone, her warm laughter …