Can I specify a fixed income amount from the trust?
Yes, you absolutely can specify a fixed income amount from a trust, and it’s a common practice in estate planning, …
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Can I build in skip provisions for underperforming beneficiaries?
Estate planning is rarely a one-size-fits-all solution, especially when dealing with beneficiaries who may not be equipped to manage inherited …
Can I build in a timeline that unlocks assets after global market recovery?
The question of structuring a trust to unlock assets based on a global market recovery is increasingly common, particularly after …
Can I block political endorsements using inheritance wealth?
The question of whether you can direct, or even *block*, political endorsements through the structuring of your inheritance is a …
Can I be the trustee of my own irrevocable trust?
The question of whether you can serve as the trustee of your own irrevocable trust is a common one, and …
Can I avoid federal estate taxes through planning?
The question of avoiding federal estate taxes is a common one, and the answer is nuanced. Complete avoidance isn’t always …
Can I authorize disbursements for unpaid caregiving labor?
The question of compensating family members for caregiving services, especially within the context of estate planning and trusts, is a …
Can I attach performance-based rewards to trust distributions?
The question of whether you can attach performance-based rewards to trust distributions is a surprisingly complex one, often explored by …
Can I appoint a corporate trustee for a bypass trust?
The question of whether you can appoint a corporate trustee for a bypass trust is a common one for estate …
Can I allow the trustee to use funds for emergency family needs?
The question of whether a trustee can utilize trust funds for emergency family needs is a frequently asked one, particularly …