Can I specify a method for distributing trust income versus principal?
Absolutely, as the grantor of a trust, you have significant control over how income and principal are distributed to beneficiaries, …
admin
Can I assign family elders as distribution gatekeepers with advisory power?
The question of whether to assign family elders as distribution gatekeepers with advisory power within a trust or estate plan …
Can a mortgage stay on a property held in a trust?
Yes, a mortgage can absolutely remain on a property held in a trust, and it’s a fairly common scenario in …
Can I stagger inheritance over decades instead of lump sums?
The idea of distributing an inheritance over decades, rather than in a single lump sum, is becoming increasingly popular, and …
Can the trust pay beneficiaries only through a third-party administrator?
While not strictly *required*, a trust can indeed be structured to distribute funds to beneficiaries *only* through a third-party administrator …
Can estate planning support multigenerational business transitions?
The question of whether estate planning can support multigenerational business transitions is not simply a “yes” or “no” answer; it’s …
Can estate planning minimize exposure to estate recovery programs?
Estate recovery programs, largely administered by state Medicaid agencies, aim to recoup funds spent on long-term care services provided to …
Can estate planning help protect assets from nursing home costs?
The specter of long-term care costs, particularly those associated with nursing homes, looms large for many Americans. These costs can …
Can estate planning help me manage collectibles or rare items?
Estate planning is often considered a tool for distributing financial assets and property after one’s passing, but its scope extends …
Can estate planning help manage a multi-state real estate portfolio?
Estate planning is often viewed as simply preparing a will or designating beneficiaries, but its scope extends far beyond these …