Can the trust include separate sub-funds for different expense categories?
The question of whether a trust can include separate sub-funds for different expense categories is a common one for individuals …
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Can the trust include instructions to avoid environmentally harmful investments?
The question of integrating environmental, social, and governance (ESG) factors, including avoiding environmentally harmful investments, into a trust is increasingly …
Can the trust include directions for asset liquidation upon a triggering event?
The question of whether a trust can include directions for asset liquidation upon a triggering event is a resounding yes. …
Can the trust include budget tracking for all disbursements?
The question of whether a trust can incorporate budget tracking for disbursements is a common one for individuals considering estate …
Can the trust include a reserve fund for beneficiary emergencies?
The establishment of a trust is a cornerstone of comprehensive estate planning, allowing individuals to dictate how their assets are …
Can the trust incentivize participation in family wealth education programs?
The question of whether a trust can incentivize participation in family wealth education programs is becoming increasingly relevant as families …
Can the Trust Hold Hedge Funds or Alternative Investments?
The question of whether a trust can hold hedge funds or alternative investments is a common one for individuals with …
Can the trust fund pay for tutoring or vocational training?
The question of whether a trust fund can pay for tutoring or vocational training is remarkably common, and the answer, …
Can the trust fund internships or fellowships not tied to school credit?
The question of whether trust funds can be used to fund internships or fellowships that aren’t tied to school credit …
Can the Trust Fund Creative Arts Programs for Therapeutic Purposes?
The question of utilizing trust funds for creative arts programs designed for therapeutic purposes is increasingly prevalent, reflecting a growing …