Can I avoid Medicaid payback with a third-party trust?
Navigating the complexities of Medicaid eligibility and asset protection requires careful planning, and one strategy often employed is the use …
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Can I mandate financial literacy programs for the beneficiary?
The question of whether you can mandate financial literacy programs for a trust beneficiary is increasingly relevant as estate planning …
Can I prevent my estate from being mismanaged?
Protecting your estate from mismanagement is a paramount concern for many individuals, and with good reason; unfortunately, approximately 65% of …
Can I require verified community involvement hours for distributions?
The question of whether to require verified community involvement hours as a condition for distributions from a trust or estate …
Can I make annual charitable gifts a condition of heir distributions?
The desire to instill values and continue philanthropic endeavors after one’s passing is a common and admirable goal for many …
Can I require professional asset managers for my bypass trust?
The question of whether to engage professional asset managers for a bypass trust—also known as a credit shelter trust or …
Can estate planning include plans for foster children?
Yes, estate planning can absolutely include provisions for foster children, though it requires careful consideration and legal expertise to ensure …
Can you create a trust in one state if your property is in another?
The question of whether you can create a trust in one state while owning property in another is a common …
Can I add new beneficiaries to the trust?
Trusts are powerful estate planning tools, but they aren’t static documents; life changes, and sometimes you want to include new …
Can a bypass trust subsidize relocation costs for heirs impacted by climate change?
The escalating impacts of climate change are forcing individuals and families to make difficult decisions about where they can safely …