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 complex, and the answer …
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a period of …
Can the trust pay for nutrition planning apps recommended by a doctor?
Navigating the financial aspects of healthcare, even extending to digital wellness tools, requires careful consideration when utilizing a trust. Generally, …
Can a trust help cover costs associated with mobile caregiving apps?
As the senior population grows, so does the demand for innovative care solutions, including mobile caregiving apps that offer remote …
Can I account for inflation when planning bequests?
Planning bequests is a thoughtful act, ensuring your loved ones are provided for, but simply stating a fixed dollar amount …
Can I restrict the use of funds for specific types of purchases?
Absolutely, restricting the use of funds for specific purchases is a common and highly effective strategy within estate planning, particularly …
Can I include diversity clauses for trustee hiring or contracting decisions?
The question of incorporating diversity, equity, and inclusion (DEI) principles into trustee selection and contracting is becoming increasingly relevant, yet …
Can I include NFT royalties as part of a trust’s income stream?
The question of whether NFT royalties can be included as part of a trust’s income stream is increasingly relevant as …
Can a testamentary trust restrict sales of inherited real estate?
Yes, a testamentary trust absolutely can restrict the sale of inherited real estate, offering a powerful tool for estate planning …
Can the trust include a sustainability clause for how its funds are invested?
Absolutely, a trust can, and increasingly *should*, include a sustainability clause dictating how its funds are invested, reflecting the growing …