Can a revocable trust be used in business succession planning?
Absolutely, a revocable trust is a powerful and versatile tool that can be seamlessly integrated into a comprehensive business succession …
Can I allow digital voting for trust-related decisions?
The question of allowing digital voting for trust-related decisions is gaining traction as technology advances, but it’s a complex issue …
Can the trust require a minimum waiting period before a major purchase?
Absolutely, a trust can—and often should—require a minimum waiting period before a beneficiary can make a major purchase using distributions …
Can a special needs trust support navigation tools for travel training?
Absolutely, a special needs trust can, and often should, support navigation tools and travel training for beneficiaries, fostering independence and …
Can the trust include goals related to environmental or social values?
Absolutely, a trust can, and increasingly does, incorporate goals related to environmental or social values, moving beyond purely financial considerations …
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require the trustee to submit an annual investment philosophy statement?
As a beneficiary or grantor of a trust, it’s reasonable to want assurance that the trustee is managing the assets …
Is a living trust recognized internationally?
The question of whether a living trust established in the United States, specifically in California with an attorney like Ted …
Can estate planning help me pass on a family business?
Estate planning is absolutely crucial for ensuring a smooth transition of a family business to the next generation, protecting both …
What attorney helps enforce the terms of a will?
The acrid smell of burnt toast jolted me awake. My phone blared, displaying a missed call from my aunt Susan. …