Can I name backup trustees in the trust document?
The question of naming backup trustees within a trust document is a remarkably common one for individuals embarking on estate …
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Can I name alternate beneficiaries in case someone declines?
Estate planning, at its core, is about ensuring your wishes are honored and your assets distributed according to your intent. …
Can I name a religious mission as a CRT remainder recipient?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I name a donor-advised fund as the remainder beneficiary?
The question of whether you can name a donor-advised fund (DAF) as a remainder beneficiary in estate planning is complex, …
Can I name a backup trustee?
The question of naming a backup trustee is incredibly pertinent for anyone establishing a trust, particularly in the context of …
Can I mandate trustee disclosure of personal investments?
The question of whether you can mandate a trustee’s disclosure of personal investments is a frequent concern for grantors of …
Can I mandate shared trust governance between family lines?
The question of mandating shared trust governance between family lines is a complex one, frequently encountered by estate planning attorneys …
Can I make access contingent on digital minimalism standards?
The question of whether you can legally and ethically make access to trust benefits contingent on adhering to “digital minimalism” …
Can I lock in trustee fees for future decades?
The idea of definitively “locking in” trustee fees for decades is a common question for those establishing or considering a …
Can I link trust access to wellness or health screenings?
The intersection of estate planning, specifically trusts, and personal wellness initiatives like health screenings is a growing area of interest …