Can a charitable remainder trust be used in international estate planning?
The utilization of a charitable remainder trust (CRT) within the complex landscape of international estate planning presents both opportunities and …
Can a bypass trust own intellectual property or patent royalties?
The question of whether a bypass trust can own intellectual property (IP) or receive patent royalties is a common one …
Can I direct unused trust assets toward environmental causes after the final distribution?
The question of directing unused trust assets toward environmental causes after final distribution is a common one, and the answer, …
Can I limit disbursements during times of political unrest or instability?
The question of controlling asset distributions during periods of political upheaval is a crucial one for many clients, particularly those …
Should I record my trust with the county?
The question of whether to record a trust with the county is a common one for individuals engaging in estate …
Can a special needs trust include a backup trustee alert system?
Establishing a special needs trust is a crucial step for families seeking to protect the financial future of a loved …
Can a charitable remainder trust include environmental or ethical investment guidelines?
Yes, a charitable remainder trust (CRT) can absolutely include environmental, social, and governance (ESG) or ethical investment guidelines, though careful …
Can a bypass trust include future-facing clauses based on social trends?
The question of whether a bypass trust can incorporate future-facing clauses based on social trends is increasingly relevant in modern …
Can I use estate planning to ensure my digital legacy is preserved?
The increasing digitalization of our lives means our “stuff” isn’t just physical anymore; it’s a vast collection of online accounts, …
Can I direct that a portion of my estate fund mental health initiatives?
Absolutely, directing a portion of your estate towards mental health initiatives is not only possible but a growing trend reflecting …