How do I ensure ongoing care for a pet through my trust?
Planning for the future involves considering all aspects of your life, and for many, that includes ensuring the well-being of …
Can a CRT integrate with fintech tools for monitoring performance?
Community Reinvestment Trusts (CRTs) are increasingly exploring integration with fintech tools to enhance performance monitoring, a move driven by the …
Can I assign trustees with limited investment powers?
The question of whether you can assign trustees with limited investment powers is a common one in estate planning, and …
Can a special needs trust fund home modifications?
Navigating the financial landscape for individuals with special needs requires careful planning, and one frequent question arises: can a special …
Can I change the charitable remainder recipient if needed?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool allowing individuals to donate assets to charity while …
Can I include special provisions for adopted children in the trust?
Absolutely, including special provisions for adopted children within a trust is not only possible, but often a crucial part of …
Can a trustee be instructed to work with specific financial tech platforms?
The question of whether a trustee can be instructed to work with specific financial tech platforms is increasingly relevant in …
Can a special needs trust support the beneficiary’s job training or career goals?
Absolutely, a well-structured special needs trust can and should be a powerful tool to support a beneficiary’s job training or …
Can I require annual sustainability reports from the trustee?
The increasing focus on Environmental, Social, and Governance (ESG) factors has led many grantors to consider the ethical and sustainable …
Can a special needs trust support video production for public awareness?
Absolutely, a special needs trust can, under certain circumstances, support video production for public awareness, but it requires careful consideration …