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 …
Who can reverse damage caused by poor estate planning near by?
The phone rang, jarring me from my afternoon reverie. It was Mrs. Rodriguez, her voice trembling with worry. Her husband …