Can I allow a beneficiary to waive their right to distributions?
The question of whether a beneficiary can waive their right to distributions from a trust or estate is a common …
Can the CRT fund a museum wing or gallery space in my name?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a charity while retaining …
Can a special needs trust fund sensory backpacks for travel?
Navigating travel with a loved one who has special needs presents unique challenges, and providing comfort and regulation during these …
Can I set limitations for luxury purchases via trust distributions?
Absolutely, you can establish guidelines for how trust distributions are used, even extending to limitations on luxury purchases, and this …
What are the risks of using an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, aren’t without potential downsides; understanding these risks is crucial before committing to this …
Can I mandate shared trust governance between family lines?
The question of whether one can mandate shared trust governance between family lines is complex, hinging on careful drafting, legal …
Can a testamentary trust include ethics arbitration for trustee decisions?
The question of whether a testamentary trust can include ethics arbitration for trustee decisions is increasingly relevant in a landscape …
Can the trust provide a quarterly personal development allowance?
The question of whether a trust can provide a quarterly personal development allowance is a surprisingly common one, and the …
Can my estate plan include a buy-sell agreement for my business?
Absolutely, integrating a buy-sell agreement into your estate plan is a crucial step for business owners, ensuring a smooth transition …
Can I use biometric data to confirm beneficiary identity?
The question of utilizing biometric data to confirm beneficiary identity in estate planning is rapidly gaining traction as technology advances, …