admin The question of whether you can assign different roles to each of your children within your estate plan is a …
The question of whether you can assign conditions to property inheritance, specifically regarding upkeep or use, is a common one …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, yet their complexity can be daunting, even for experienced trustees. Often, …
Estate planning isn’t simply about deciding *who* gets what; it’s about *when* and *how* they receive it, especially when those …
The question of whether you can assign a Charitable Remainder Trust’s (CRT) income interest to another trust is a complex …
The question of whether you can appoint separate trustees for financial and healthcare-related decisions is a common one for those …
The question of appointing an institutional trustee – a bank, trust company, or similar entity – to manage and distribute …
The question of whether you can, and should, add insurance policy requirements for trust assets is a common one for …
The flexibility of a trust, particularly a revocable living trust, is often a key selling point for clients seeking estate …
The question of whether a trust can be structured to “skip a generation” – meaning assets pass directly to grandchildren …