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 …
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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 …
Can I include unborn grandchildren in my trust?
The question of including unborn grandchildren in a trust is a common one for estate planning attorneys like Ted Cook …
Can I include trigger provisions for major medical diagnoses?
The concept of “trigger provisions” within a trust, specifically tied to major medical diagnoses, is gaining traction as estate planning …
Can I include sustainability KPIs in trust investment policies?
The integration of sustainability Key Performance Indicators (KPIs) within trust investment policies is not only permissible but increasingly viewed as …
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