Who should hold copies of my estate plan?
The manila envelope sat on Martha’s desk, untouched for years. It contained her meticulously crafted estate plan, a testament to …
Can I create a beneficiary onboarding process before any distribution?
The question of whether you can—and should—create a beneficiary onboarding process before any distribution from a trust is increasingly relevant, …
Can I condition real estate usage on compliance with environmental regulations?
The question of whether you can condition real estate usage on compliance with environmental regulations is becoming increasingly prevalent, particularly …
Can I combine a CRT with a charitable LLC or family office strategy?
Combining a Charitable Remainder Trust (CRT) with a charitable LLC or a family office strategy is an increasingly popular advanced …
Can I choose a foreign charity as a remainder beneficiary?
The question of naming a foreign charity as a remainder beneficiary in a trust, particularly within the framework of estate …
Can I change an irrevocable trust after it’s created?
The very nature of an irrevocable trust implies a lack of flexibility, and generally, the answer is no, you cannot …
Can I cap real estate square footage acquired using trust funds?
The question of whether you can “cap” real estate square footage acquired using trust funds is nuanced, revolving around the …
Can I build-in funding for disaster relief efforts coordinated by family members?
The question of incorporating charitable giving, specifically for disaster relief efforts coordinated by family members, into your estate plan is …
Can I assign co-trustees for oversight?
The question of whether you can assign co-trustees for oversight is a common one for individuals considering establishing or modifying …
Can I assign a voting mechanism to beneficiaries for major decisions?
The concept of assigning a voting mechanism to beneficiaries for major trust decisions is increasingly popular, offering a way to …