How are testamentary trusts different from inter vivos trusts?
Testamentary and inter vivos trusts are both powerful estate planning tools, but they differ significantly in their creation, funding, and …
Can I set up a trust for my grandchildren?
Yes, you absolutely can set up a trust for your grandchildren, and it’s a remarkably thoughtful way to secure their …
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts, or CRTs, are increasingly being explored as innovative financial tools, and the question of their applicability to …
Can I incentivize beneficiaries to remain in specific geographic areas?
The question of incentivizing beneficiaries to stay in a particular location is common, especially for families with deep roots in …
Can I incentivize beneficiaries to remain in specific geographic areas?
The desire to keep family close, or to maintain ties to a particular community, is a common one, and estate …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal, especially requiring multiple trustee approvals, is a common and prudent consideration in …
Can a special needs trust subsidize child care for a beneficiary with dependents?
The question of whether a special needs trust (SNT) can subsidize child care for a beneficiary who also has dependents …
Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees, establishing a system where different trustees handle specific duties at various stages, is entirely possible …
Can I condition inheritance on living within a specific area?
The question of whether you can condition an inheritance on a beneficiary living within a specific geographic area is a …
Can I assign someone to oversee creative works I’ve produced?
The question of assigning oversight of your creative works after your passing, or in the event of incapacitation, is a …