Can I allocate funds for posthumous charitable campaigns?
The desire to continue philanthropic endeavors even after one’s passing is a powerful expression of legacy and values. Many individuals …
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Can I allocate distributions to assist with legal name or gender changes?
The question of utilizing trust distributions to cover costs associated with legal name or gender changes is increasingly common, reflecting …
Can I allocate different levels of access to financial information among heirs?
The question of whether you can allocate different levels of access to financial information among your heirs is a common …
Can I address family business voting rights in my estate plan?
The question of how voting rights in a family business are handled within an estate plan is a common, and …
Can I add milestones for the income recipient to receive adjusted payments?
The question of incorporating milestones into trust distributions, particularly for income recipients, is a frequent one in estate planning, and …
Can I add biometric verification to disbursement authorization?
The question of incorporating biometric verification into disbursement authorization within estate planning, specifically concerning trusts, is gaining traction as technology …
Can I add a clause to disqualify a beneficiary based on criminal behavior?
The question of whether you can disqualify a beneficiary due to criminal behavior is a frequently asked one when crafting …
Can a trust support financial literacy training programs?
The question of whether a trust can support financial literacy training programs is multifaceted, touching upon the trust’s specific terms, …
Can a trust sponsor tech literacy programs for adults with disabilities?
The question of whether a trust can sponsor tech literacy programs for adults with disabilities is a surprisingly common one …
Can a trust reward involvement in restorative justice programs?
The question of whether a trust can reward involvement in restorative justice programs is a fascinating intersection of estate planning, …