Can I establish a CRT with a flexible start date for income payments?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a period of …
Can I establish a bypass trust that only benefits my children from a previous relationship?
The question of establishing a bypass trust, specifically designed to benefit children from a previous relationship while potentially minimizing estate …
Can I ensure my child’s inheritance doesn’t affect their student aid eligibility?
The question of how an inheritance might impact a child’s financial aid eligibility is a common concern for parents planning …
Can I ensure children from all marriages are treated fairly in my plan?
Estate planning, particularly when blended families are involved, presents unique challenges. Many individuals entering second or subsequent marriages understandably desire …
Can I embed social impact investing principles in the trust document?
The question of incorporating social impact investing principles into a trust document is gaining significant traction as clients increasingly desire …
Can I embed a code of conduct into the trust?
The question of whether you can embed a code of conduct into a trust is increasingly relevant in modern estate …
Can I distribute bonuses for early achievement of personal goals?
The question of whether to distribute bonuses for early achievement of personal goals, particularly within the context of estate planning …
Can I define different roles for trustees and investment advisors?
The question of defining distinct roles between trustees and investment advisors is central to effective trust administration, particularly in complex …
Can I create terms that support foster children or adopted relatives?
The question of incorporating provisions for foster children or adopted relatives within a trust is increasingly common, and thankfully, absolutely …
Can I create rules for using inherited vehicles?
The question of establishing rules for the use of vehicles inherited through a trust is a remarkably common one, particularly …