How do I reopen a closed trust or amend a finalized one?
The phone rang, jarring me from my morning coffee ritual. It was Margaret, a client whose voice trembled with distress. …
Can I require civic engagement verification for access to discretionary funds?
The question of tying access to discretionary funds to civic engagement verification is gaining traction as communities seek to encourage …
What’s the proven method for correcting a living trust near by?
The phone slipped from my grasp, clattering onto the hardwood floor. My breath caught in my throat. “It’s gone,” I …
Who do I bring in for a second look at a contested trust?
The mahogany desk gleamed under the harsh fluorescent lights, its surface cluttered with legal documents. Martha nervously tapped her foot, …
Can I allocate a reserve within the trust for emerging financial technologies?
The question of whether to allocate a reserve within a trust for emerging financial technologies, like cryptocurrency or blockchain investments, …
Can I require financial planning approval before large distributions?
Yes, you absolutely can, and often should, require financial planning approval before making large distributions from a trust, especially irrevocable …
Can a trust include review triggers for policy or political changes in disability law?
The question of incorporating review triggers within a trust, specifically keyed to shifts in disability law or policy, is increasingly …
What is a trust protector and should I name one?
A trust protector is a designated individual, or sometimes an entity, empowered to modify or even terminate a trust, offering …
Can a testamentary trust be used to enforce confidentiality among family members?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool for maintaining …
Can a special needs trust support fees for support group moderation training?
The question of whether a special needs trust (SNT) can cover the costs of support group moderation training is nuanced, …