Can I set contribution requirements for beneficiaries to receive funds?
The question of whether you can set contribution requirements for beneficiaries to receive funds from a trust is a common …
Can I set aside part of the trust for an emergency pandemic response?
The question of whether you can earmark funds within a trust for emergency pandemic response, or any unforeseen crisis, is …
Can I set an annual cap on administrative costs within the trust?
Establishing an annual cap on administrative costs within a trust is a frequently asked question for clients of estate planning …
Can I set a maximum age for trust management?
The question of whether you can set a maximum age for trust management is a common one for estate planning …
Can I separate healthcare and financial powers of attorney?
The question of whether one can separate healthcare and financial powers of attorney is a common one for individuals planning …
Can I schedule post-distribution reviews for fund usage?
The question of whether you can schedule post-distribution reviews for fund usage within a trust is a critical one for …
Can I reward professional certifications with additional disbursements?
The question of whether to reward professional certifications with additional disbursements within a trust is a complex one, heavily influenced …
Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one for clients …
Can I restrict distributions during bankruptcy or lawsuits?
The question of restricting distributions from a trust during bankruptcy or lawsuits is a frequent concern for individuals and families …
Can I restrict annual payouts to a maximum percent of average trust value?
The question of limiting annual trust distributions to a percentage of the trust’s average value is a common and insightful …