Can a Financial Advisor Manage Assets in a Testamentary Trust?
The question of whether a financial advisor can manage assets within a testamentary trust is a common one, particularly for …
Can I create multiple trusts for different goals?
Absolutely, creating multiple trusts tailored to specific goals is not only possible but often a highly recommended strategy for comprehensive …
Can the trust fund certifications in ethics or sustainability?
The question of whether trust funds can incorporate certifications related to ethics or sustainability is gaining increasing attention as investors …
Can I provide for subscription-based education services?
The question of whether you can provide for subscription-based education services within your estate plan is multifaceted, touching upon trust …
What is a trust protector in a special needs trust?
A trust protector in a special needs trust is a vital, yet often misunderstood, role designed to safeguard the beneficiary’s …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and the timing of income distribution is a key element in …
Can a trust be used to manage vacation homes?
Absolutely, a trust can be a remarkably effective tool for managing vacation homes, offering a blend of control, protection, and …
Can I specify requirements for professional trustee accreditation?
The question of whether you can specify requirements for professional trustee accreditation is complex, deeply rooted in both state law …
Can a trust be designed to pass unused funds to a charitable organization?
Yes, a trust can absolutely be designed to pass unused funds to a charitable organization, and it’s a growing trend …
How long does trust administration take?
The duration of trust administration varies significantly, depending on the complexity of the trust and the estate it holds; it’s …