Can I make distribution contingent on financial literacy certification?
The question of whether you can make trust distributions contingent on a beneficiary’s completion of a financial literacy certification is …
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Can I make beneficiaries apply for grants from the trust?
The concept of requiring beneficiaries to apply for distributions from a trust, rather than simply receiving them, is becoming increasingly …
Can I make a trust part of my business continuity plan?
Business continuity planning is crucial for any enterprise, large or small, aiming to weather unexpected disruptions – be they natural …
Can I link trust disbursements to cost-of-living indexes?
The question of whether you can link trust disbursements to cost-of-living indexes is a common one for estate planning attorneys …
Can I link heir roles to board seats in estate-managed companies?
The question of linking heir roles to board seats within companies managed as part of an estate plan is a …
Can I limit what types of assets the trust can invest in?
The question of limiting the types of assets a trust can invest in is a common one for individuals working …
Can I limit trust asset exposure to volatile markets?
The question of shielding trust assets from the unpredictable nature of volatile markets is a paramount concern for many individuals …
Can I leave a beneficiary out of my estate plan without legal repercussions?
The question of whether you can intentionally exclude a beneficiary from your estate plan is a common one, particularly for …
Can I keep my estate plan private?
The desire for privacy surrounding one’s estate plan is remarkably common, understandable given the deeply personal nature of financial affairs …
Can I instruct the trustee to consider local economic needs when choosing investments?
The question of whether you can instruct a trustee to prioritize local economic needs when making investment decisions is a …