Can I make benefits contingent on personal development milestones?
The idea of tying financial benefits to personal development milestones is gaining traction, particularly as individuals seek more control over …
Can I mandate quarterly family updates for distributions?
The question of mandating quarterly family updates as a condition for trust distributions is a fascinating intersection of legal structuring …
Can the trust sponsor beneficiaries for nonprofit fellowships?
Establishing a trust is a powerful tool for wealth management, but its capabilities extend beyond simple asset protection; it can …
Can a trust claim damages on behalf of a deceased grantor?
The ability of a trust to claim damages on behalf of a deceased grantor is a complex legal question, heavily …
Can a special needs trust cover meal delivery services with dietary accommodations?
Navigating the financial support for a loved one with special needs requires careful planning, and a crucial component of that …
Can I make benefits contingent on personal development milestones?
The question of tying estate plan benefits to personal development milestones is becoming increasingly popular, particularly amongst families who desire …
Can a trust hold an emergency reserve fund?
Absolutely, a trust can and often *should* hold an emergency reserve fund, providing a financial safety net for beneficiaries and …
Can I require a family oath or code of conduct to access funds?
The idea of tying family inheritance to adherence to a specific code of conduct or oath is gaining traction, but …
Can I require the trust to publish an environmental audit every five years?
The question of mandating periodic environmental audits within a trust, specifically every five years, is an intriguing one, and the …
Can a testamentary trust legally recognize chosen families or non-blood relatives?
The question of whether a testamentary trust can legally recognize chosen families or non-blood relatives is becoming increasingly relevant in …