Can the trust pay for conflict resolution training or mediation?
Navigating family dynamics is often a central concern when establishing a trust, and surprisingly, provisions for fostering better communication—like conflict …
Can a trust include incentives for attending beneficiary check-in meetings?
Absolutely, a trust can absolutely include incentives for attending beneficiary check-in meetings, and it’s becoming an increasingly popular and sophisticated …
What is a per capita distribution in a trust?
Per capita distribution, within the context of a trust, refers to a method of distributing assets where each beneficiary receives …
Can a special needs trust pay for vision therapy services?
Navigating the financial landscape for a loved one with special needs requires careful consideration of available resources, and a special …
Can I require quarterly performance reviews of trust investments?
As a fiduciary, whether you are a trustee of a trust or managing assets for someone else, diligent oversight of …
Can a special needs trust support a service that tracks prescriptions?
Absolutely, a special needs trust can, and often should, support a service that tracks prescriptions, ensuring the beneficiary receives necessary …
What should I look for in a quality estate planning attorney near me?
The air hung heavy with tension as Maria stared at the stack of paperwork on her kitchen table. Her elderly …
What should I do before hiring someone for trust planning?
The aroma of freshly brewed coffee filled Maria’s small kitchen as she nervously tapped her pen against a legal pad. …
How do I ensure I’m getting the best trust attorney advice?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My aunt Clara’s voice echoed in my ears, …
How do I take charge of solving issues with a trustee?
The mahogany desk felt cold beneath my fingers, the weight of unanswered questions pressing down like a physical burden. My …