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