Can a testamentary trust include ethics arbitration for trustee decisions?
Testamentary trusts, created through a will and taking effect after death, offer flexibility in dictating how assets are managed and …
Can I require the trustee to host open office hours annually for heirs?
The question of whether you can *require* a trustee to host annual office hours for heirs is complex, hinging on …
Can estate planning help me address disputes over heirloom distribution?
Estate planning isn’t just about financial assets; it’s a comprehensive strategy to manage and distribute all of your possessions, including …
How private is a living trust?
A living trust offers a significant degree of privacy compared to a will, but it’s not absolute; understanding the nuances …
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) offer a unique avenue for supporting causes you care about, including cultural institutions like museums, and …
Can my estate plan include a buy-sell agreement for my business?
Absolutely, incorporating a buy-sell agreement into your estate plan is not only possible but often a crucial step for business …
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 establish rotating disbursement privileges among co-beneficiaries?
The question of whether you can establish rotating disbursement privileges among co-beneficiaries is a common one, and the answer is …
Can I convert a CRT into a charitable lead trust if needs change?
The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) arises when circumstances shift, and …