Can a testamentary trust be changed after death?
A testamentary trust, created within a will, presents a unique set of rules regarding modification after the grantor’s passing; generally, …
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Can I allow a philanthropic adviser to recommend charitable distributions?
The question of whether you can allow a philanthropic advisor to recommend charitable distributions, particularly within the context of a …
Can I allocate funds to preserve cultural or family traditions?
The question of preserving cultural and family traditions through estate planning is gaining traction as individuals increasingly recognize the importance …
Can I allocate estate funds for survivors of domestic violence in the family?
Estate planning is often viewed as a straightforward process of distributing assets to family members, but it can, and increasingly …
Can I allocate assets for restoration or preservation of cultural artifacts?
The question of allocating assets for the restoration or preservation of cultural artifacts within estate planning is increasingly common as …
Can I add successor charitable beneficiaries if my selected charity dissolves?
Estate planning, particularly when involving charitable giving, requires foresight and a consideration of potential future events. Many individuals wish to …
Can I add flexible caps for disbursements during inflation spikes?
The question of incorporating flexible disbursement caps within a trust, specifically to account for inflation spikes, is increasingly relevant in …
Can I add asset classes in the trust through scheduled amendments?
The question of whether you can add asset classes to a trust through scheduled amendments is a common one for …
Can a trustee be required to consult a panel before major decisions?
The question of whether a trustee can be required to consult a panel before making major decisions is a nuanced …
Can a trustee also be a beneficiary in an irrevocable trust?
The question of whether a trustee can also be a beneficiary in an irrevocable trust is surprisingly complex and heavily …