Can I tie distributions to sobriety or drug testing?
The question of whether you can tie distributions from a trust to a beneficiary’s sobriety or successful drug testing is …
Can I make the trust act as a private family bank?
The concept of utilizing a trust as a private family bank, while intriguing, is a sophisticated estate planning strategy that …
Can I transfer intellectual property rights into a CRT?
Intellectual property, encompassing assets like patents, copyrights, trademarks, and trade secrets, presents unique considerations when incorporated into estate planning tools, …
Can I demand beneficiary media training prior to receiving public-facing roles tied to trust assets?
The question of whether a beneficiary can “demand” media training before assuming a public-facing role related to trust assets is …
Can I transfer rental contracts into a CRT as part of a real estate donation?
The question of transferring rental contracts into a Charitable Remainder Trust (CRT) as part of a real estate donation is …
Can I block beneficiaries from becoming trustees later?
The question of whether you can prevent a beneficiary from *also* serving as a trustee is a common one for …
Can I include portfolio rebalancing rules for long-term investments?
Portfolio rebalancing, a crucial component of long-term investment strategy, involves periodically readjusting the asset allocation of a portfolio to maintain …
Can a trustee also be a beneficiary?
The question of whether a trustee can also be a beneficiary is a common one in estate planning, and the …
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, though it requires careful consideration and planning to ensure it …
Can I direct that trust funds be used only within certain industries or sectors?
Yes, it is possible to direct that trust funds be used only within certain industries or sectors, though the specifics …