How do I clean up a mess involving conflicting trust terms?
The old grandfather clock chimed twice, its deep resonant bong shaking loose memories of happier times. Margaret nervously traced a …
Can I establish conditions for reinvesting distributions?
The question of whether you can establish conditions for reinvesting distributions, specifically within the context of trusts, is a common …
Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” with automatic renewal conditions isn’t a standard legal term in estate planning, but the …
Can I establish a legacy website with estate planning funds?
The question of utilizing estate planning funds for a “legacy website” – a digital monument to one’s life, values, and …
Can I establish a charitable remainder trust in my will?
Establishing a charitable remainder trust (CRT) is a sophisticated estate planning technique that allows you to donate assets to charity …
Can I ensure property is kept in the family for multiple generations?
The desire to keep cherished family property—a home, a ranch, a business—within the family line for generations is deeply rooted …
Can I ensure family photos and archives are passed on appropriately?
The question of preserving family history—photos, documents, and treasured keepsakes—is deeply emotional and surprisingly complex. Many assume these items will …
Can I enforce mandatory estate planning for beneficiaries?
The desire to ensure your legacy extends beyond simply distributing assets is a common and understandable one for estate planning …
Can I designate a trustee who is not a family member?
The question of whether you can designate a trustee who isn’t a family member is a common one for those …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries of a trust is a common …