Can a CRT include a clause requiring beneficiary surveys by the remainder charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
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What assets can be placed into a testamentary trust?
A testamentary trust, established within a will, offers a flexible method for managing and distributing assets after your passing, but …
Can a special needs trust pay for professional peer networking platforms?
Navigating the financial landscape for a loved one with special needs requires careful consideration of what a Special Needs Trust …
Can I include trustee compensation in the trust terms?
Yes, you absolutely can and often should include trustee compensation terms within your trust document, however, there are specific rules …
Can I require family land to be kept undeveloped for conservation?
Preserving family land for conservation is a deeply personal goal, and fortunately, several legal tools exist to ensure its protection …
What happens to trust administration during a trustee transition?
The seamless transfer of trust administration during a trustee transition is paramount to preserving the intent of the grantor and …
What assets can be placed into a testamentary trust?
A testamentary trust, established within a will, offers a flexible method for managing and distributing assets after one’s passing, but …
Can a special needs trust pay for professional peer networking platforms?
The question of whether a special needs trust (SNT) can cover the costs of professional peer networking platforms is a …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Establishing a trust is a cornerstone of comprehensive estate planning, allowing for the managed distribution of assets according to your …
Can I include cost-of-living adjustments in annual disbursements?
The question of whether to include cost-of-living adjustments (COLAs) in annual disbursements from a trust is a frequent one for …