Can the trust own shares in a private company?
Yes, a trust can absolutely own shares in a private company, and it’s a surprisingly common estate planning tool for …
Should I include trust reviews in my financial planning schedule?
Deciding whether to integrate trust reviews into your broader financial planning schedule is a crucial step often overlooked, yet profoundly …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can the trust grant beneficiaries funds for political campaign contributions?
The question of whether a trust can grant beneficiaries funds for political campaign contributions is a complex one, navigating the …
Can I receive income from the trust?
Understanding whether you can receive income from a trust is a central question for many seeking to utilize these powerful …
Can a trust fund smart home automation for daily living needs?
The question of whether a trust fund can finance smart home automation for daily living needs is increasingly relevant in …
Can a special needs trust fund subscription safety monitoring devices?
Yes, a special needs trust (SNT) can absolutely be used to pay for subscription safety monitoring devices, and often should …
Can I link funding to beneficiaries’ children’s performance or behavior?
The question of whether you can link funding within a trust to a beneficiary’s children’s performance or behavior is complex, …
Can the trust fund communication devices or apps?
The question of whether a trust fund can cover expenses related to communication devices – smartphones, tablets, internet access, and …
What action should I take if my trust isn’t working near by?
The insistent buzzing of her cell phone jolted Maria awake. It was 3:00 AM and a frantic message from her …