Can I plan to avoid disputes between co-trustees?
Co-trustees, while intended to provide balanced oversight of a trust, can unfortunately become sources of conflict. The potential for disagreement …
Can I name a tech advisor to support digital asset management in the trust?
The question of integrating digital asset management into estate planning is rapidly evolving, and yes, you can certainly name a …
Can I use estate planning to formalize informal lending among family members?
The practice of families informally lending money to one another is surprisingly common, often built on trust and a desire …
Can I include transition-out planning when the beneficiary reaches retirement age?
Transition-out planning, incorporating provisions for when a trust beneficiary reaches retirement age, is not only possible but often a crucial …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to receive income during their lifetime while designating a …
Can I require a licensed fiduciary to manage distributions?
The question of whether you can require a licensed fiduciary to manage distributions from a trust is a common one, …
Can I tie distribution increases to verified charitable contributions?
The concept of incentivizing charitable giving through estate planning is increasingly popular, and yes, you can absolutely structure a trust …
Can I include transition-out planning when the beneficiary reaches retirement age?
Estate planning isn’t simply about what happens *after* someone passes away; it’s a dynamic process that should adapt to life’s …
Can I include transition-out planning when the beneficiary reaches retirement age?
Planning for the future is essential, and that includes anticipating how a trust will function as a beneficiary approaches retirement …
What are the signs of a good estate planning attorney near by?
The air hung heavy with unspoken anxieties as Amelia stared at the stack of documents on her kitchen table. Her …