Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due to …
Can a special needs trust offer accessibility reporting software for trustees?
Navigating the complexities of a special needs trust requires diligent oversight, and increasingly, technology is playing a pivotal role in …
Can I tie trust access to local residency compliance?
The question of whether trust access can be tied to local residency compliance is a complex one, steeped in both …
Can I set conditions on distributions?
Absolutely, setting conditions on distributions within a trust is a common and powerful estate planning tool, allowing you to maintain …
Can I add privacy provisions restricting public knowledge of my estate?
Estate planning is often viewed through the lens of financial distribution, but a frequently overlooked aspect is privacy. Many individuals …
Can I appoint a guardian for an adult child with cognitive disabilities?
As parents, we naturally envision providing lifelong care for our children, but life presents unforeseen challenges, and ensuring the continued …
Can I plan for business succession in my estate plan?
Absolutely, integrating business succession planning into your estate plan is not only possible but often crucial for the continued success …
Can I require digital literacy training before financial access?
The question of whether to require digital literacy training before granting financial access is increasingly relevant in our rapidly digitizing …
Can I specify beneficiaries must complete estate planning themselves to inherit?
The question of whether you can *require* beneficiaries to undertake their own estate planning as a condition of inheriting from …
Can a trust protector remove or replace the trustee?
The question of whether a trust protector can remove or replace a trustee is a complex one, heavily dependent on …