Can I mandate environmental audits for trust-owned land?
As a trustee, you have a fiduciary duty to manage trust assets prudently, and increasingly, that includes understanding and addressing …
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How do I prove I had mental capacity when signing the trust?
Establishing mental capacity at the time of signing a trust is a crucial aspect of ensuring its validity, and often …
Can I name a donor-advised fund as the remainder beneficiary?
Yes, you can generally name a donor-advised fund (DAF) as the remainder beneficiary of your estate plan, such as a …
Can the trust make income payments to multiple people?
Absolutely, a trust can be structured to distribute income to multiple beneficiaries, offering a flexible and powerful tool for estate …
What is a discretionary testamentary trust?
A discretionary testamentary trust is a powerful estate planning tool created within a will, allowing a trustee to distribute assets …
Can I restrict press or public exposure of heirs tied to the estate?
Navigating the complexities of estate planning often extends beyond simply distributing assets; it includes considerations for privacy, especially concerning heirs. …
Can I restrict press or public exposure of heirs tied to the estate?
Navigating the complexities of estate planning often includes considerations beyond just financial assets; many clients, particularly those with high-profile families …
Can I use estate planning to support multi-generational caregiving?
The increasing lifespan of Americans, coupled with shifting family dynamics, has led to a rise in multi-generational caregiving, where families …
Can I use estate planning to support multi-generational caregiving?
The increasing prevalence of multi-generational households, often driven by economic necessity or the desire for family support, presents unique challenges …
Can I stagger inheritance based on personal achievements?
The idea of structuring an inheritance to incentivize personal growth and achievement is becoming increasingly popular, moving beyond simply dividing …