Can a CRT prohibit remainder use for endowment growth?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I add a clause to freeze distributions during family disputes?
The question of whether you can add a clause to freeze distributions during family disputes within a trust is a …
Can I fund internships for family businesses through the trust?
Establishing a trust offers remarkable flexibility in managing and distributing assets, and the question of funding internships for family businesses …
Can I fund a beneficiary’s immigration or citizenship expenses?
Navigating the complexities of immigration law alongside estate planning can seem daunting, but it’s a surprisingly common concern for many …
Can I include a letter of intent with a special needs trust?
A letter of intent, while not legally binding, is an incredibly valuable document to accompany a special needs trust, providing …
How does a testamentary trust work in community property states?
A testamentary trust, created within a will, offers a powerful tool for managing assets after death, and its operation becomes …
Can I add a clause to freeze distributions during family disputes?
The question of whether you can add a clause to freeze distributions during family disputes within a trust is a …
Can I establish inheritance tiers based on civic metrics?
The question of whether you can establish inheritance tiers based on civic metrics – things like volunteer hours, charitable donations, …
Can I fund a beneficiary’s immigration or citizenship expenses?
The question of whether you can financially assist a beneficiary with their immigration or citizenship expenses is a common one …
Can the trust require employment status updates from beneficiaries?
The question of whether a trust can require employment status updates from beneficiaries is a complex one, deeply rooted in …