What is the Medicaid five-year look-back period?
The Medicaid five-year look-back period is a crucial component of determining eligibility for Medicaid long-term care benefits, and understanding it …
Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, formally known as a credit shelter …
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …
Can a special needs trust fund collaborative art projects with other individuals with disabilities?
Absolutely, a special needs trust can fund collaborative art projects involving individuals with disabilities, provided it aligns with the trust’s …
Can a CRT include a requirement to fund only direct-service nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust reimburse the surviving spouse for expenses?
The question of whether a trust can reimburse a surviving spouse for expenses is a common one in estate planning, …
Can a trust sponsor beneficiaries for immigration applications?
The question of whether a trust can sponsor beneficiaries for immigration applications is complex, and the answer is generally no, …
Can I designate one heir to manage real estate while others receive income?
Absolutely, it is a common and often advantageous estate planning strategy to designate one heir to manage real estate while …
Can the trust fund certifications in ethics or sustainability?
The intersection of trust funds, ethical considerations, and sustainability is a growing field, driven by a desire for responsible wealth …
What can I do on my own to fix an issue before hiring an estate planning attorney near by
The air hung thick with tension in Sarah’s cramped apartment. Her phone buzzed incessantly, a symphony of worried relatives and …