What is a digital trustee?
The concept of a digital trustee is rapidly evolving alongside our increasing reliance on digital assets, encompassing everything from cryptocurrency …
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Can I incentivize low-carbon travel behavior in trust disbursement?
The question of incorporating environmental considerations, specifically incentivizing low-carbon travel, into trust disbursements is increasingly relevant as beneficiaries become more …
Can I require co-trustee approval for all major distributions?
The question of requiring co-trustee approval for major distributions from a trust is a common one for individuals creating or …
Can I restrict access to financial records of the trust?
Establishing a trust is a powerful tool for managing and protecting assets, but a frequent concern for those creating these …
Can I use a testamentary trust with a blended family?
Navigating estate planning within a blended family – one comprised of spouses and children from previous relationships – presents unique …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common practice, particularly …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) offer a fascinating way to balance charitable giving with personal financial needs, and the question of …
Can I require the trust to maintain a percentage in liquid assets?
Absolutely, you can, and often should, require a trust to maintain a percentage in liquid assets, a crucial aspect of …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as an AB trust or credit shelter trust, cannot be …
Can I require beneficiaries to meet life goals before inheriting?
The desire to guide loved ones even after we’re gone is a common one, and many estate planning clients ask …