Are your estate planning services bundled or billed separately per document?
The question of whether estate planning services are best delivered through bundled packages or à la carte document creation is …
Can I make trust distributions conditional on climate-related philanthropy?
The question of incorporating philanthropic conditions, specifically related to climate change, into trust distributions is increasingly relevant as beneficiaries and …
Can the income payments from the CRT be deferred?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I mandate that assets be held until real estate prices reach a target value?
The question of dictating asset distribution within a trust based on future real estate valuations is a common one, and …
Can a special needs trust support creative writing or music therapy classes?
Absolutely, a special needs trust can indeed support enriching activities like creative writing or music therapy classes, provided the trust …
Can a bypass trust contain social credit or behavior tracking clauses?
The notion of incorporating social credit or behavior tracking clauses within a bypass trust is a remarkably complex and ethically …
Can I make trust distributions conditional on climate-related philanthropy?
The idea of tying trust distributions to charitable giving, particularly concerning climate-related philanthropy, is gaining traction as beneficiaries increasingly prioritize …
Can the income payments from the CRT be deferred?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I mandate that assets be held until real estate prices reach a target value?
The question of controlling the timing of asset distribution within a trust, specifically tying it to real estate price appreciation, …
Can a special needs trust support creative writing or music therapy classes?
Absolutely, a special needs trust can be designed to support a wide range of beneficial activities for the beneficiary, including …