Can I limit estate gifts based on annual asset performance?
The question of whether you can limit estate gifts based on annual asset performance is a complex one, frequently posed …
Can I limit contact between trustees and certain heirs?
The question of limiting contact between trustees and specific heirs is a surprisingly common one in estate planning, and the …
Can I limit access to recreational property during litigation?
Navigating litigation involving recreational property, like a vacation home or ranch, presents unique challenges, particularly concerning access. Many property owners …
Can I Leave Written Ethical Guidance to Accompany Inheritance?
The question of whether one can leave written ethical guidance to accompany an inheritance is increasingly common, reflecting a desire …
Can I Leave Money to a Pet in My Estate Plan?
The love for a companion animal is a powerful thing, and many pet owners naturally consider their furry, scaled, or …
Can I Leave Assets to a Trust from Another Country?
The question of whether you can leave assets to a trust established in another country is surprisingly complex, governed by …
Can I integrate the CRT with a family trust for multi-generational benefits?
The integration of a Charitable Remainder Trust (CRT) with a family trust is a sophisticated estate planning strategy that can …
Can I include personal values or ethics in trust terms?
The question of whether personal values or ethics can be included in trust terms is a surprisingly complex one, often …
Can I include my digital legacy in the testamentary trust?
The question of incorporating a “digital legacy” into a testamentary trust is increasingly relevant in our modern, interconnected world. Traditionally, …
Can I include media and entertainment spending limits?
The question of whether a trust can – and should – include limits on spending for media and entertainment is …