Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a common one, and the answer, unsurprisingly, …
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Can the trust invest in startup equity or venture capital?
Trusts, while traditionally focused on more conservative investments like stocks, bonds, and real estate, *can* indeed invest in startup equity …
Can I separate healthcare and financial powers of attorney?
Yes, you absolutely can, and often it’s a wise decision to do so, allowing for focused representation and minimizing potential …
What is a trustee’s fiduciary duty?
A trustee’s fiduciary duty is the highest standard of care imposed by law, demanding unwavering loyalty, good faith, and diligent …
Can a special needs trust fund skill-building board games or tools?
Absolutely, a special needs trust can indeed fund skill-building board games or tools, and often *should* to enhance the beneficiary’s …
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trusts, established through a will and coming into effect after death, present unique banking compliance challenges for financial institutions …
Can a trust provide bonuses for maintaining consistent independent living?
The question of whether a trust can provide bonuses for maintaining consistent independent living is increasingly relevant as the population …
Can I specify beneficiaries must complete estate planning themselves to inherit?
The question of whether you can require beneficiaries to engage in estate planning themselves 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 …
Who should I hire for an estate planning attorney near by?
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …