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Can I create an innovation fund within the trust for experimental projects?
The idea of establishing an “innovation fund” within a trust—dedicated to experimental projects—is increasingly popular, particularly among families who value …
Can a special needs trust provide for live transcription services?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and a crucial component of …
Can I provide for care of exotic pets in my estate plan?
The question of providing for exotic pets within an estate plan is becoming increasingly common as more individuals embrace unique …
Should my beneficiaries have a copy of the trust?
The question of whether to provide beneficiaries with a copy of a trust document is a common one for estate …
Can I provide estate funding for assisted living expenses for a surviving parent?
Navigating the financial aspects of assisted living for a parent is a complex, yet increasingly common, concern for adult children. …
Can a special needs trust pay for curated therapy kits for use at home?
The question of whether a special needs trust (SNT) can cover the cost of curated therapy kits for at-home use …