Can I include trustee compensation in the trust terms?
Yes, you absolutely can, and often should, address trustee compensation within the terms of your trust document, however, there are …
Can I include cost-of-living adjustments in annual disbursements?
The ability to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequently asked question, and the …
Is a special needs trust considered irrevocable?
Generally, a special needs trust is indeed considered irrevocable, meaning once established, its terms cannot be easily changed or terminated. …
Can a bypass trust offer an incentive for military or civil service?
Bypass trusts, also known as disclaimer trusts, can indeed play a strategic role in estate planning for individuals considering or …
Can a special needs trust assist with meal delivery services?
Absolutely, a special needs trust can, and often should, assist with meal delivery services for a beneficiary with disabilities who …
Who Has The Authority To Fix A Mismanaged Trust?
The late afternoon sun cast long shadows across my desk as I reviewed the mountain of paperwork. My client, Mrs. …
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The will sat on my kitchen table, a stark reminder of unfinished business. My grandmother had passed away unexpectedly, leaving …
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The phone buzzed incessantly, pulling Amelia from her daydream. It was her Aunt Clara, voice laced with panic. “Amelia, darling,” …