Can I appoint a cultural preservation officer to a trust committee?
The question of appointing a cultural preservation officer to a trust committee is increasingly relevant as families recognize the importance …
Can I allow the trustee to use funds for emergency family needs?
The question of whether a trustee can utilize trust funds for emergency family needs is a common one for those …
Can I allow temporary delegation of trust access to charitable entities?
The question of whether you can temporarily delegate trust access to charitable entities is a nuanced one, deeply rooted in …
Can I allow partial distributions upon meeting pre-approved family obligations?
The question of allowing partial distributions from a trust to address pre-approved family obligations is a common one for Steve …
Can I allow heirs to donate part of their inheritance into a group venture fund?
Estate planning often focuses on the distribution of assets, but increasingly, clients are considering how to encourage philanthropic endeavors or …
Can I allow for a rotating use of family-owned recreational properties?
The question of how to manage family-owned recreational properties – a cabin, a beach house, a timeshare – across generations …
Can I allow beneficiaries to waive their share in favor of others?
Estate planning, at its core, is about ensuring your wishes are honored and your loved ones are taken care of …
Can each spouse have separate revocable trusts?
The question of whether each spouse can have separate revocable trusts is a common one, and the answer is a …
Can beneficiaries request changes to the trust?
The question of whether beneficiaries can request changes to a trust is a common one, and the answer, unfortunately, isn’t …
Can an outdated trust still be enforced?
The question of whether an outdated trust can still be enforced is a complex one, deeply rooted in legal principles …