Can I define emergency-only access rules for trust funds?
The concept of defining emergency-only access rules for trust funds is a frequent inquiry for individuals seeking to establish estate …
Can I define a legacy narrative for the trust?
Estate planning, at its core, isn’t just about distributing assets; it’s about conveying values, stories, and a personal history to …
Can I create sub-trusts within a bypass trust for each child?
The question of whether you can create sub-trusts within a bypass trust, specifically for each child, is a common one …
Can I create rules for using inherited vehicles?
Inheriting a vehicle is a common occurrence, often accompanied by questions about usage and responsibility. While the transfer of ownership …
Can I create restrictions based on the political activity of heirs?
The question of whether you can restrict distributions from a trust based on the political activities of your heirs is …
Can I create multiple layers of trustees with different responsibilities?
The concept of layering trustees, establishing a structure where different trustees handle specific aspects of trust administration, is indeed possible …
Can I create instructions for heirs on managing environmental risks with inherited property?
Estate planning often focuses on financial assets, but a crucial aspect increasingly gaining attention is the management of environmental risks …
Can I create a family venture capital fund through my estate?
The concept of establishing a family venture capital fund within an estate plan, particularly through a trust, is gaining traction …
Can I create a charitable lead testamentary trust?
The concept of a charitable lead testamentary trust is a sophisticated estate planning tool gaining traction as individuals seek to …
Can I coordinate my bypass trust with other heirs’ trusts for long-term strategy?
The question of coordinating a bypass trust – also known as a credit shelter trust or an AB trust – …