What are the advantages of a pooled special needs trust?
A pooled special needs trust (PSNT) offers a valuable tool for individuals with disabilities to manage assets without jeopardizing their …
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Can a testamentary trust own firearms and manage them legally?
The question of whether a testamentary trust can legally own firearms is complex and heavily dependent on state and federal …
Can I restrict access to trust funds for heirs with gambling issues?
The question of protecting heirs from their own potentially destructive behaviors, like gambling addiction, is a common and valid concern …
Can the trust pay for continuing education units or certifications?
Navigating the financial aspects of a trust can often bring up questions about permissible expenses, and one common inquiry is …
Can a special needs trust include pet care for emotional support animals?
The question of whether a special needs trust can include provisions for the care of emotional support animals is increasingly …
Can I make benefits contingent on personal development milestones?
The question of tying estate planning benefits to personal development milestones is a fascinating and increasingly relevant one, particularly as …
Can a trust hold an emergency reserve fund?
Yes, a trust can absolutely hold an emergency reserve fund, and in many cases, it’s a remarkably effective strategy for …
Can I require a family oath or code of conduct to access funds?
The idea of tying access to inherited funds to adherence to a specific family oath or code of conduct is …
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 a fascinating intersection of estate …
What service specializes in resolving multigenerational estate plans?
The phone rang, a jarring sound in the otherwise quiet library. It was Emma’s grandmother, her voice trembling. “Emma, honey,” …