How do I ensure that the trust aligns with local and federal regulations?
Establishing a trust is a powerful tool for estate planning, but its effectiveness hinges on strict adherence to both local …
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Can I include a clause requiring annual family meetings?
The question of incorporating a requirement for annual family meetings within a trust document is a frequently asked one, and …
Can I put family heirlooms in the trust with instructions?
Absolutely, family heirlooms can and often *should* be included within a comprehensive estate plan, specifically a trust, with detailed instructions …
Can I include legacy media projects, like books or documentaries, in the trust?
Absolutely, legacy media projects such as books, documentaries, music, or even digital content can be included within a comprehensive estate …
Can a trust include a clause for intergenerational co-housing support?
Absolutely, a trust can, and increasingly *should*, include clauses for intergenerational co-housing support, reflecting a growing trend toward families seeking …
Can I tie disbursements to charitable work done by the beneficiary?
The question of whether you can tie disbursements from a trust to charitable work performed by the beneficiary is a …
Can I require co-trustees to make decisions unanimously?
The question of whether you can require co-trustees to make decisions unanimously is a common one in estate planning, and …
Can a special needs trust cover resume-building software?
Navigating the financial aspects of caring for a loved one with special needs requires careful consideration, and a common question …
Can a CRT be leveraged to create matching challenges for public donors?
Charitable Remainder Trusts (CRTs) present a surprisingly effective, yet often overlooked, mechanism for stimulating public donations through matching challenges. While …
Why is it called “revocable”?
The term “revocable” in the context of a revocable living trust refers to the grantor’s – the person creating the …