Can the trustee distribute only a portion of interest income?
The question of whether a trustee can distribute only a portion of interest income is a common one, and the …
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Can the trust reward beneficiaries for long-term goal achievement (e.g., sobriety milestones)?
The concept of incentivizing beneficiaries through trust distributions based on achieving specific, long-term goals—like sobriety, completing education, or maintaining employment—is …
Can the trust require trustees to undergo implicit bias training?
The question of whether a trust can require trustees to undergo implicit bias training is gaining traction as awareness of …
Can the trust require that co-trustees make decisions unanimously?
The question of whether a trust can require unanimous consent from co-trustees is a common one for Ted Cook, a …
Can the trust require family members to participate in annual planning retreats?
The question of whether a trust can *require* family members to participate in annual planning retreats is complex and hinges …
Can the trust reimburse travel for medical procedures?
The question of whether a trust can reimburse travel expenses for medical procedures is a surprisingly common one, particularly for …
Can the trust purchase software for communication assistance?
The question of whether a trust can purchase software for communication assistance, such as specialized communication apps or devices for …
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