Can I structure support for descendants in political or social leadership roles?
The question of intentionally structuring support for descendants aspiring to political or social leadership roles through estate planning is complex, …
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Can distributions be limited to only U.S.-based institutions?
The question of whether distributions from a trust can be limited to only U.S.-based institutions is a complex one, deeply …
Can I create a healthcare directive without a lawyer?
While it is technically permissible to create a healthcare directive—also known as an advance healthcare directive or living will—without the …
Can I require transparency in trust-funded business operations?
Establishing a trust to fund a business venture offers numerous benefits, but it also introduces complexities regarding transparency, particularly for …
Can I require annual evaluations of the beneficiary’s needs?
Establishing a trust is a powerful way to manage and distribute assets, but it’s not a ‘set it and forget …
What level of privacy does a trust provide compared to probate?
The question of privacy surrounding estate planning is a significant concern for many individuals, and understanding the differences between a …
Can I require recurring background checks for trustees?
The question of whether to require recurring background checks for trustees is gaining traction as concerns about financial exploitation and …
Can the bypass trust allow for trustee removal by beneficiaries?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to maximize the …
What’s the best way to initiate help for trust document review?
The manila envelope sat on Martha’s kitchen table, a weighty testament to her late father’s legacy. Inside, nestled amongst pages …
Can I use the trust to help fund political advocacy relevant to disability?
The question of utilizing trust assets for political advocacy, particularly concerning disability rights, is complex and requires careful consideration under …