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 …
Can I cap total inheritance based on pre-existing net worth of heirs?
The question of whether you can cap total inheritance based on the pre-existing net worth of heirs is a surprisingly …
What is a pour-over will?
A pour-over will is a crucial estate planning tool, acting as a safety net to ensure all assets, regardless of …
Can a special needs trust fund self-employment or gig economy expenses?
The question of whether a special needs trust (SNT) can fund self-employment or gig economy expenses is complex, requiring careful …
Can I condition funds on passing a financial competency course?
The question of whether you can condition funds on a beneficiary passing a financial competency course is becoming increasingly common, …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, specifically Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools allowing individuals to support charitable causes while potentially …
How do I know if I need professional help with my will?
The late afternoon sun cast long shadows across Sarah’s desk as she stared at the blank will template on her …