Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one for estate planning attorneys …
Can the trustee be sued?
Yes, a trustee can absolutely be sued, and it’s a serious consideration for anyone taking on that role, or for …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries with inherited wealth is increasingly common, and assigning a financial mentor can be a …
Can the trust prohibit high-risk investment categories?
Absolutely, a trust can, and often should, prohibit high-risk investment categories, providing a crucial layer of protection for beneficiaries and …
Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) offer a powerful combination of income for the donor and a future gift to charity, but …
Can a special needs trust include cost-sharing incentives for shared-use adaptive devices?
Absolutely, a special needs trust can, and often should, include provisions for cost-sharing incentives related to shared-use adaptive devices, but …
Can I assign a CRT’s income interest to a different trust?
The question of whether you can assign a Charitable Remainder Trust’s (CRT) income interest to another trust is complex, requiring …
Can I define allowable levels of investment risk tolerance in the trust?
Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but a crucial aspect of …
What happens when a trustee resigns?
The resignation of a trustee can create significant complications in the administration of a trust, demanding swift and careful action …
Who should I consult with before making a decision about estate planning near by
Rain lashed against the windows, mimicking the turmoil in Emily’s heart. She stared at the stack of legal documents on …