The question of whether you can cap lifetime distributions from a trust to prevent overuse is a common one, and …
Succession planning, the process of preparing for the transfer of leadership or ownership, is often associated with businesses, but its …
The integration of Environmental, Social, and Governance (ESG) guidelines into trust investments is rapidly gaining traction, reflecting a broader societal …
The idea of incorporating credit score improvement incentives into a trust is an increasingly popular concept, reflecting a growing awareness …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income during their lifetime, and …
The question of avoiding Medicaid payback is a frequent concern for individuals planning for long-term care, and third-party trusts are …
The question of authorizing drone or satellite monitoring of estate property is increasingly relevant as technology advances and becomes more …
The idea of a family council advising a trustee is gaining traction as families recognize the complexities of wealth transfer …
The question of whether to allow a trustee discretion to block distributions during unstable financial markets is a complex one, …
The question of whether a trustee can allocate earnings to a pooled family education fund is a common one for …