Can I separate decision-making authority over financial and personal matters?
The question of separating decision-making authority between financial and personal matters is a crucial one in estate planning, and absolutely …
Can I schedule phased retirement income for designated heirs?
The question of structuring phased retirement income for designated heirs is increasingly common as estate planning evolves beyond simple asset …
Can I Reward Peer-Reviewed Innovations Among Descendants?
The question of rewarding descendants for peer-reviewed innovations through estate planning is increasingly relevant as families seek to incentivize creativity …
Can I Reward Heirs for Community Organizing or Volunteering?
The question of whether you can reward heirs for community organizing or volunteering within your estate plan is a surprisingly …
Can I revoke a charitable remainder trust after it’s created?
Creating a charitable remainder trust (CRT) is a significant step in estate planning, offering both income tax benefits and a …
Can I restrict trustees from outsourcing investment decisions?
The question of whether you can restrict trustees from outsourcing investment decisions is a common one, particularly for those establishing …
Can I restrict trust management to a specific type of financial institution?
The question of whether you can restrict trust management to a specific type of financial institution is a common one …
Can I restrict access to trust advisors based on confidentiality compliance?
The question of restricting access to trust advisors while maintaining confidentiality compliance is paramount in estate planning and trust administration, …
Can I require video documentation of beneficiary use of funds?
The question of whether a grantor can require video documentation of beneficiary use of funds distributed from a trust is …
Can I require trustees to report to a third-party ethics committee?
The question of whether you can require trustees to report to a third-party ethics committee is complex and depends heavily …