Can a CRT provide seed funding to endow a new nonprofit?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized by individuals looking to support their favorite charities while …
What happens to the trust if the will is invalid?
The relationship between a trust and a will is often misunderstood, and when a will is deemed invalid, the fate …
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business within a trust or estate plan …
Can a special needs trust provide stipends for tech testing relevant to the beneficiary’s condition?
Absolutely, a Special Needs Trust (SNT) can, and often *should*, provide stipends for technology testing relevant to the beneficiary’s condition, …
Can I create instructions for heirs on managing environmental risks with inherited property?
Inheriting property presents numerous logistical and financial considerations, but often overlooked is the potential for environmental liabilities. These can range …
Can a trust require quarterly financial planning check-ins?
Absolutely, a trust can, and often *should*, require quarterly financial planning check-ins, establishing a proactive approach to wealth management and …
What happens to the trust if the will is invalid?
The interplay between a will and a trust can be complex, but generally, the invalidity of a will doesn’t automatically …
Can I require beneficiaries to work in the family business?
The question of whether you can require beneficiaries to work in the family business as a condition of receiving inheritance …
Can a special needs trust include expenses for grief counseling?
Absolutely, a special needs trust can, and often *should*, include expenses for grief counseling, recognizing the significant emotional impact loss …
Can I direct proceeds to specific political causes?
The question of whether you can direct proceeds from your estate to specific political causes is a complex one, deeply …