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Are there limits on how much money can go into a special needs trust?

June 8, 2025 by admin

The question of limits on funding a special needs trust (SNT) is a common one, and the answer isn’t a …

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Can I restrict use of funds for private jets or luxury expenses?

June 2, 2025 by admin

Absolutely, a well-crafted trust can absolutely restrict the use of funds for items like private jets or other luxury expenses, …

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Can a special needs trust support financial coaching for future planning?

June 2, 2025 by admin

Absolutely, a special needs trust can, and often *should*, support financial coaching for future planning, recognizing that individuals with special …

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Can a special needs trust support purchase of smartwatches with health apps?

June 2, 2025 by admin

Special needs trusts, also known as supplemental needs trusts, are powerful tools designed to enhance the quality of life for …

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Can the beneficiary be involved in decision-making?

June 2, 2025 by admin

The extent to which a beneficiary can be involved in decision-making regarding a trust is a nuanced topic, heavily dependent …

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Can I set up a charitable remainder trust with appreciated stock?

June 2, 2025 by admin

Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a strategy frequently employed by …

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Can I stipulate that trust assets be used for first-home purchases only?

June 1, 2025 by admin

The question of restricting trust assets to first-home purchases only is a common one, and the answer, as with many …

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Can a special needs trust support financial coaching for future planning?

June 1, 2025 by admin

Absolutely, a special needs trust can, and often *should*, support financial coaching for the beneficiary’s future planning, ensuring their long-term …

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Can a special needs trust support purchase of smartwatches with health apps?

June 1, 2025 by admin

Navigating the complexities of special needs trusts requires careful consideration of what constitutes appropriate support for a beneficiary, and the …

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Can the beneficiary be involved in decision-making?

June 1, 2025 by admin

The question of whether a beneficiary can be involved in decision-making regarding a trust, while seemingly straightforward, is nuanced and …

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  • Are there limits on how much money can go into a special needs trust?
  • Can I restrict use of funds for private jets or luxury expenses?
  • Can a special needs trust support financial coaching for future planning?

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