Can I embed climate-conscious investing in my estate structure?
The intersection of estate planning and environmental responsibility is gaining significant traction, reflecting a growing desire among individuals to align …
Can I Donate a Classic Car to a CRT and still use it Occasionally?
The question of donating a classic car to a Charitable Remainder Trust (CRT) while retaining some use is a complex …
Can I disinherit someone with a testamentary trust?
The question of whether you can disinherit someone with a testamentary trust is complex, revolving around the nuances of estate …
Can I direct trust funding to family investment clubs?
The question of whether you can direct trust funding to family investment clubs is a complex one, laden with legal …
Can I direct the bypass trust to build an educational center in my name?
The question of directing funds from a bypass trust – a component of many well-structured estate plans – towards a …
Can I direct part of the trust to fund internships for beneficiaries’ children?
The question of whether you can direct part of a trust to fund internships for beneficiaries’ children is a surprisingly …
Can I direct how funds are used for grandchildren’s education?
The question of directing funds for grandchildren’s education within estate planning is a common one for grandparents and parents alike. …
Can I create tiered beneficiary access based on personal milestones?
The concept of tiered beneficiary access, where distributions from a trust are linked to a beneficiary achieving specific personal milestones, …
Can I create separate testamentary trusts for each of my children?
The question of whether you can create separate testamentary trusts for each of your children is a common one for …
Can I create restrictions based on the political activity of heirs?
The question of whether you can create restrictions based on the political activity of heirs within a trust is a …