Can a special needs trust include cost-sharing incentives for shared-use adaptive devices?
The question of whether a special needs trust can incorporate cost-sharing incentives for shared-use adaptive devices is a nuanced one, …
Wildomar Estate Planning
Can the trust include rotating advisory roles for community stakeholders?
Absolutely, a trust can be structured to include rotating advisory roles for community stakeholders, fostering transparency, accountability, and a broader …
Can I define allowable levels of investment risk tolerance in the trust?
Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but a crucial component of …
Can I establish a grievance resolution panel within the trust?
Establishing a grievance resolution panel *within* a trust is an unusual, but potentially valuable, concept that requires careful consideration and …
Can a testamentary trust require heir participation in financial coaching?
Absolutely, a testamentary trust can indeed require heir participation in financial coaching, and it’s becoming an increasingly popular and prudent …