Can I assign real estate maintenance responsibilities to heirs?
The question of assigning real estate maintenance responsibilities to heirs is complex, and while not a direct “assignment” in the …
Can I authorize drone or satellite monitoring of estate property?
The question of utilizing drone or satellite monitoring for estate property is increasingly relevant in today’s technologically advanced world, but …
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust—also known as a credit shelter trust or an exemption trust—can make loans instead …
Can I create rotational leadership roles in estate management councils?
Establishing rotational leadership within estate management councils is a progressive approach that can bolster engagement, develop future leaders, and prevent …
Can I require the trustee to invest in low-volatility portfolios?
Absolutely, you can, and often should, discuss investment preferences, including a focus on low-volatility portfolios, with your trustee and formally …
Can I make a trust that activates only if the beneficiary becomes disabled?
Yes, you absolutely can create a trust that activates only if the beneficiary becomes disabled, and these are commonly known …
Can I use a CRT to support disaster relief or emergency response organizations?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed be used to support disaster relief and emergency …
Can I make distributions based on age brackets?
Absolutely, structuring distributions from a trust based on age brackets is a very common and effective estate planning technique, offering …
What is the process of administering a testamentary trust?
A testamentary trust, created within a will, comes into effect *after* someone passes away, unlike a living trust established during …
Can I make distributions based on age brackets?
The question of whether you can distribute trust assets based on age brackets is a common one for clients of …