Can I plan for financial emergencies in my estate plan?
Absolutely, incorporating provisions for financial emergencies within your estate plan is not only possible but a remarkably prudent strategy for …
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Can I reward entrepreneurial activity through trust incentives?
The question of incentivizing entrepreneurial spirit within a trust structure is increasingly relevant as wealth planning evolves beyond simple asset …
What records should I keep for a trust?
Establishing a trust is a significant step in estate planning, but the work doesn’t end there; diligent record-keeping is crucial …
How are digital-only assets like cloud subscriptions handled in a testamentary trust?
The increasing prevalence of digital assets—everything from online accounts and cloud storage to cryptocurrency and streaming subscriptions—presents unique challenges for …
Can the trust pay for performance-based bonuses to caregivers?
Navigating the complexities of trust administration often brings up unique questions, and the possibility of compensating caregivers with performance-based bonuses …
Can I allow beneficiaries to buy trust assets at discount?
The question of allowing beneficiaries to purchase trust assets at a discount is complex and fraught with potential tax and …
Can I serve as trustee of my own charitable remainder trust?
Serving as trustee of your own Charitable Remainder Trust (CRT) is a complex question with legal and tax implications, and …
Can I require annual submission of personal development plans?
The question of requiring annual submission of personal development plans within estate planning, while seemingly unrelated to wills and trusts, …
Can I restrict distributions during declared national emergencies?
The question of restricting distributions from a trust during a declared national emergency is a complex one, heavily dependent on …
What should I not do when hiring a trust attorney?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart pounded against my ribs like a …