Can I include sustainability benchmarks for real property holdings?
The question of incorporating sustainability benchmarks into estate planning for real property holdings is increasingly relevant as clients prioritize environmental …
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Can a trust help with planning for adult dependents?
Planning for the future security of adult dependents, whether due to disability, age, or other circumstances, is a crucial part …
Can a trust be used to support a non-citizen spouse?
Yes, a trust can absolutely be used to support a non-citizen spouse, but it requires careful planning and consideration of …
Can I restrict access to trust financial reports to beneficiaries only?
The question of controlling access to trust financial reports is a common concern for grantors and trustees alike, and the …
Can a special needs trust support co-working spaces adapted for accessibility?
The question of whether a special needs trust can fund co-working spaces tailored for accessibility is a complex one, increasingly …
Can I leave instructions for the trustee on hiring financial advisors?
Navigating the world of trusts and estate planning often brings up questions about control, not just over assets during life, …
Can I assign professional mediators as part of the trust’s structure?
The question of integrating professional mediators into the framework of a trust is becoming increasingly prevalent, reflecting a proactive approach …
Can I include loan provisions for beneficiaries in a testamentary trust?
Yes, absolutely, including loan provisions for beneficiaries within a testamentary trust is not only possible but can be a strategically …
Can the CRT remainder fund a micro-grant program?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its flexibility regarding distributions, especially for initiatives like …
Can I restrict annual payouts to a maximum percent of average trust value?
Yes, it is absolutely possible—and often advisable—to restrict annual payouts from a trust to a maximum percentage of the trust’s …