Can I assign roles for family members in my estate’s charitable giving?
Absolutely, you can thoughtfully integrate family members into the ongoing process of charitable giving from your estate, fostering both philanthropic …
What are the pros and cons of using a professional trustee?
Navigating the world of trusts can be complex, and while many individuals choose to act as trustee for their loved …
Can a special needs trust assist with social integration programs?
Absolutely, a special needs trust can be a powerful tool in facilitating and funding social integration programs for individuals with …
Can the trust cover the cost of medical alert systems?
Yes, a properly structured trust can absolutely cover the cost of medical alert systems, and often should, as part of …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust—a crucial component of advanced estate planning—is a common one …
Can I exclude someone from the trust?
The question of whether you can exclude someone from your trust is a common one for estate planning attorneys like …
Can I schedule rotating review boards to evaluate trust structure?
The idea of scheduling rotating review boards to evaluate trust structures is not a common practice, but it’s a surprisingly …
Can a trust hold offshore accounts?
The question of whether a trust can hold offshore accounts is complex, and the answer is generally yes, but with …
Can I include equity-sharing models for family startups?
Equity-sharing models are increasingly popular for family startups, offering a structured way to leverage the financial and intellectual contributions of …
How Can I Protect My Digital Assets When Creating an Estate Plan?
The flickering screen reflected Sarah’s anxious face as she scrolled through her online accounts. Cryptocurrency wallets, social media profiles, even …