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 …
Can a special needs trust help support a health data integration system?
The question of whether a special needs trust (SNT) can fund a health data integration system is multifaceted, hinging on …
Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, springing into existence upon the death of an individual through their will, are often considered for estate planning …
Can a CRT use offshore investments legally?
Community Revocable Trusts (CRTs) are powerful estate planning tools, but their use with offshore investments requires careful navigation of complex …
Can I create a plan for the reallocation of unused trust funds?
Trusts are powerful tools for managing and distributing assets, but what happens when funds remain unused within a trust after …
Can I direct the trust to provide companionship or social supports?
The question of whether a trust can direct provisions for companionship or social support is increasingly relevant in estate planning, …
What happens if a trust document needs fixing?
Can My Trust Be Amended? The phone slipped from my hand, clattering onto the hardwood floor. My eyes darted across …