Can I appoint different people for estate and health decisions?
The short answer is a resounding yes, and in many cases, it’s not only permissible but highly advisable to designate …
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Can a special needs trust fund skill-building board games or tools?
Absolutely, a special needs trust can absolutely be used to fund skill-building board games or tools, and often should, as …
What are the banking compliance requirements for testamentary trust accounts?
Testamentary trust accounts, established through a will and activated after death, present unique banking compliance challenges, requiring careful navigation of …
Can a trust provide bonuses for maintaining consistent independent living?
The question of whether a trust can provide bonuses for maintaining consistent independent living is a surprisingly common one, particularly …
Can I restrict distributions to beneficiaries with poor money management?
The question of whether you can restrict distributions to beneficiaries with poor money management is a common concern for estate …
Can I add privacy provisions restricting public knowledge of my estate?
Estate planning is often viewed as a practical matter of asset distribution, but many clients, particularly those with high-net-worth or …
What is the role of a probate court in enforcing testamentary trusts?
Testamentary trusts, created within a last will and testament, offer a powerful way to manage assets after someone passes away, …
Can I prohibit monetization of family name or legacy?
The question of whether one can legally prohibit the monetization of a family name or legacy is increasingly relevant in …
Can a special needs trust cover speech-to-text technology subscriptions?
The question of whether a special needs trust (SNT) can cover speech-to-text technology subscriptions is a common one, and the …
What Happens To My Social Media Accounts When I Die?
The cursor blinked mockingly on the laptop screen, mirroring the anxiety building in Sarah’s chest. She’d spent weeks meticulously curating …