admin Estate planning isn’t simply about distributing assets after passing; it’s about thoughtfully structuring that distribution to maximize benefit and minimize …
The question of assigning limited investment powers to trustees is a common one for individuals engaging in estate planning, particularly …
The question of incorporating family members into the planning and execution of charitable giving within an estate is increasingly common, …
The question of implementing quarterly transparency calls for trust stakeholders is a crucial one for any trustee, especially when navigating …
The question of whether you can assign multiple trustees to different asset classes within a trust is a common one, …
The question of whether you can assign individual trustees to specific asset categories—like real estate or securities—within a trust is …
The question of directing charitable giving within an estate plan, and specifically assigning roles to family members in managing those …
The creation of a trust is often viewed as a static act—a firm declaration of how assets should be managed …
The question of allowing beneficiaries to participate in major trust investment decisions is surprisingly complex, intertwining legal considerations, practical realities, …
The question of whether you can allow a philanthropic advisor to recommend charitable distributions from your trust is a common …