Can I allow beneficiaries to choose from a pool of assets?
The flexibility to allow beneficiaries to select assets from a trust is a common desire for many estate planners, and …
Can I provide bonuses for sustainable investment returns?
The question of incentivizing investment managers with bonuses tied to sustainable returns is gaining traction, reflecting a broader shift towards …
Can a bypass trust require a beneficiary to attend counseling before receiving funds?
The question of whether a bypass trust can require a beneficiary to attend counseling before receiving funds is complex, hinging …
Can a trust support infrastructure development on family land?
Family land often holds sentimental value, but sometimes requires strategic investment to reach its full potential, and a trust can …
Can I restrict investment in specific industries through my trust?
Absolutely, you can restrict investment in specific industries through your trust, and it’s a surprisingly common request, reflecting a desire …
Can I include renewable energy transition plans for trust-owned property?
As estate planning attorneys increasingly advise clients on comprehensive wealth management, the question of incorporating sustainable practices, such as renewable …
Is a special needs trust better than disinheriting the beneficiary?
Disinheritance, while seemingly straightforward, often creates unintended consequences, and a special needs trust (SNT) generally offers a far more compassionate …
Can I add restrictions against use of trust funds for AI content creation?
The question of restricting the use of trust funds for emerging technologies like AI content creation is becoming increasingly relevant …
Can I prohibit political donations through the trust?
The question of whether you can prohibit political donations through a trust is complex, but generally, yes, with careful planning …
Can I plan for financial emergencies in my estate plan?
Yes, absolutely, incorporating provisions for potential financial emergencies within your estate plan is a proactive and often overlooked aspect of …