Can I designate different income rates based on the cost of living?
The question of whether you can designate different income rates within a trust based on the cost of living is …
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Can I designate a third-party monitor to oversee the trust’s adherence to values?
The question of whether you can designate a third-party monitor to oversee a trust’s adherence to values is becoming increasingly …
Can I designate a different investment advisor for each asset class?
The question of whether you can designate different investment advisors for each asset class is a common one, especially for …
Can I design gamified financial learning experiences as trust preconditions?
The concept of integrating gamified financial learning experiences as preconditions within trust structures is increasingly gaining traction, particularly as estate …
Can I delay distributions to beneficiaries using a trust?
The question of delaying distributions to beneficiaries via a trust is a common one for estate planning attorneys like Steve …
Can I define financial support rules for temporary disability through the trust?
The question of whether you can define financial support rules for temporary disability through a trust is a common one, …
Can I define a process to modify trust clauses in response to new laws?
The question of whether you can define a process to modify trust clauses in response to new laws is a …
Can I create a pooled special needs trust?
The question of establishing a pooled special needs trust (PSNT) is a frequent one for families seeking to provide for …
Can I create a framework in the trust for future amendments by a trust protector?
The question of incorporating a mechanism for future amendments via a trust protector is a remarkably common one for individuals …
Can I create a CRT for my domestic partner?
The question of whether you can create a Community Revocable Trust (CRT) for your domestic partner in California, and specifically …