Can I assign a professional mediator to resolve disputes?
Disputes within families, especially concerning estates, are unfortunately common, and often emotionally charged; assigning a professional mediator can be a …
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Can I use a testamentary trust to fund an annual event or tradition?
Testamentary trusts, established through a will and taking effect after death, offer a fascinating avenue for continuing legacies beyond simply …
What does “lapse” mean in a trust context?
In the realm of trusts and estate planning, a “lapse” refers to the failure of a gift within a will …
Can a trust mandate quarterly trustee updates to a family board?
Absolutely, a trust can be drafted to mandate quarterly updates from the trustee to a designated family board, though the …
How do I assign collectibles to a trust?
Assigning collectibles to a trust is a crucial step in estate planning, ensuring these valuable items are protected and distributed …
Can I implement a trust blackout period during family litigation?
The question of temporarily pausing distributions from a trust during family legal battles—often termed a “blackout period”—is a complex one, …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I prevent ex-spouses from accessing trust funds?
Divorce introduces complex legal considerations, especially when trusts are involved, and the question of whether an ex-spouse can access trust …
Can a trust mandate quarterly trustee updates to a family board?
Yes, a trust can absolutely mandate quarterly trustee updates to a family board, and increasingly, forward-thinking estate plans are incorporating …
How do I assign collectibles to a trust?
Assigning collectibles to a trust is a crucial step in estate planning, ensuring these valuable items are distributed according to …