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