Can I prevent a bypass trust from investing in non-diversified funds?
A bypass trust, also known as a credit shelter trust or an exemption trust, is a crucial estate planning tool …
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Can I appoint an independent investment advisor for the trust?
Absolutely, you can and often should appoint an independent investment advisor for your trust, and this is a common and …
Can I require trustees to hold regular strategy meetings?
Establishing a clear framework for trustee communication and strategic oversight is vital for the effective administration of any trust, and …
Can I require use of specific financial institutions by the trustee?
Establishing a living trust is a cornerstone of comprehensive estate planning, allowing individuals to maintain control over their assets while …
Can I require documentation for all trust-related purchases?
As a trustee, diligently managing assets for the benefit of beneficiaries is paramount, and requiring documentation for all trust-related purchases …
Can the trust be used to support independent living?
The question of whether a trust can be used to support independent living is a common one, and the answer …
Can a special needs trust cover ergonomic mattress and bedding for chronic pain?
Navigating the complexities of special needs trusts requires careful consideration, especially when it comes to funding quality of life improvements …
Can I assign investment oversight to a third party?
The question of whether you can assign investment oversight to a third party is a common one, especially as estates …
Can I require use of specific financial institutions by the trustee?
The question of whether you can dictate which financial institutions a trustee must utilize when managing a trust is a …
How can I verify the credentials of a trust attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart pounded in my chest like a trapped …