Can I give the trustee discretion to delay distributions?
Estate planning, especially involving trusts, often centers around balancing present needs with future security. A common question for those establishing …
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Can I give my executor access to password management tools?
The question of granting your executor access to password management tools is becoming increasingly relevant in our digitally-dependent world. Traditionally, …
Can I fund the trust with proceeds from selling my home?
The question of whether you can fund a trust with the proceeds from selling your home is a common one …
Can I fund legacy media or film documentation about family history?
The desire to preserve family history is a deeply human one, and increasingly, people are exploring avenues beyond traditional written …
Can I fund educational sabbaticals for heirs meeting certain conditions?
The desire to provide for future generations extends beyond simply financial support; many estate planning clients, like those served by …
Can I fund annual reviews with financial planners through the trust?
The question of whether you can fund annual reviews with financial planners through a trust is a common one for …
Can I fund a testamentary trust before death?
The question of pre-funding a testamentary trust is a common one, and the answer is nuanced. A testamentary trust, unlike …
Can I ensure multigenerational feedback loops in estate planning?
Estate planning is often viewed as a singular event—a document created and then largely forgotten until needed. However, a truly …
Can I enforce performance reviews for trustee responsibilities?
The question of enforcing performance reviews for trustee responsibilities is complex, residing at the intersection of fiduciary duty, trust document …
Can I enable estate contributions to climate justice funds?
The question of integrating philanthropic goals, specifically supporting climate justice, into estate planning is gaining traction as more individuals seek …