Can I fund a family news publication to communicate estate goals?
The idea of funding a family news publication to communicate estate planning goals is an increasingly popular one, fueled by …
Can I fund a CRT as a contingency plan within my succession strategy?
Succession planning is vital for any high-net-worth individual, and incorporating a Charitable Remainder Trust (CRT) can be a sophisticated move, …
Can I fund a beneficiary’s immigration or citizenship expenses?
The question of whether you can financially assist a beneficiary with their immigration or citizenship expenses is a common one, …
Can I exclude stepchildren from my estate?
The question of whether you can exclude stepchildren from your estate plan is a common one, and the answer, thankfully, …
Can I exclude future spouses of beneficiaries from accessing trust assets?
Estate planning, particularly involving trusts, often centers around ensuring assets are distributed according to your wishes, not just to your …
Can I establish trust-operated fellowships or grants for family members?
The concept of establishing trust-operated fellowships or grants for family members is not only possible but a sophisticated estate planning …
Can I establish progressive distribution schedules based on social impact?
The question of structuring trust distributions not merely around age or financial need, but around demonstrable social impact, is gaining …
Can I direct the trust to hold long-term treasury bonds?
The question of whether a trust can hold long-term treasury bonds is a common one for individuals establishing or managing …
Can I direct that only the income from a trust be distributed?
The question of whether you can direct that only the income from a trust be distributed is a common one …
Can I direct how remaining assets are distributed after the trust ends?
The question of directing asset distribution after a trust terminates is central to estate planning, and a core service provided …