Can a bypass trust include a biometric trigger for health emergency disbursements?
The concept of incorporating biometric triggers into a bypass trust for health emergency disbursements is a fascinating and increasingly viable …
Can I authorize collective investment groups among heirs?
Estate planning isn’t simply about distributing assets after passing; it’s about thoughtfully structuring that distribution to maximize benefit and minimize …
Can I assign trustees with limited investment powers?
The question of assigning limited investment powers to trustees is a common one for individuals engaging in estate planning, particularly …
Can I assign roles for family members in my estate’s charitable giving?
The question of incorporating family members into the planning and execution of charitable giving within an estate is increasingly common, …
Can I assign quarterly transparency calls for all trust stakeholders?
The question of implementing quarterly transparency calls for trust stakeholders is a crucial one for any trustee, especially when navigating …
Can I assign multiple trustees to different asset classes in the trust?
The question of whether you can assign multiple trustees to different asset classes within a trust is a common one, …
Can I assign individual trustees to asset categories like real estate or securities?
The question of whether you can assign individual trustees to specific asset categories—like real estate or securities—within a trust is …
Can I assign family members specific roles in charitable efforts funded by my estate?
The question of directing charitable giving within an estate plan, and specifically assigning roles to family members in managing those …
Can I allow flexibility in my trust for unforeseen future events?
The creation of a trust is often viewed as a static act—a firm declaration of how assets should be managed …
Can I Allow Beneficiaries to Vote on Major Trust Investment Decisions?
The question of allowing beneficiaries to participate in major trust investment decisions is surprisingly complex, intertwining legal considerations, practical realities, …