Can I designate a third-party monitor to oversee the trust’s adherence to values?
Absolutely, designating a third-party monitor, sometimes called a “Trust Protector” or “Advisory Trustee,” to oversee a trust’s adherence to values …
Can I limit funding for political activity via a testamentary trust?
The question of whether you can limit funding for political activity via a testamentary trust is complex, touching on First …
Can I establish progressive distribution schedules based on social impact?
The idea of structuring trust distributions not just on time or specific achievements, but also on demonstrated social impact is …
Can I include instructions for digital asset management in the trust?
The question of whether to include instructions for digital asset management in a trust is becoming increasingly relevant in our …
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can empower a committee to make decisions instead of a single trustee is a common …
Can I use an irrevocable trust to cap the total inheritance?
The question of limiting potential inheritance, while providing for loved ones, is a common concern for estate planning, and an …
Can I require review of trust goals every decade?
Establishing a trust is a significant step in estate planning, designed to manage and distribute assets according to your wishes, …
Can a testamentary trust own firearms and manage them legally?
The question of whether a testamentary trust can legally own firearms is a complex one, heavily dependent on both federal …
Can I restrict access to trust funds for heirs with gambling issues?
The question of protecting beneficiaries from their own potentially harmful behaviors, such as gambling addiction, is a common concern for …
Who do I turn to when I can’t fix trust issues alone?
The clock ticked relentlessly, each second a hammer blow against Sarah’s mounting anxiety. She clutched the stack of documents, her …