Can a CRT be funded by multiple people with proportional payouts?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people with proportional payouts, offering a versatile estate …
Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust or estate is a common one for clients of …
Can I create a trust specifically for a future wedding?
The idea of establishing a trust specifically for funding a future wedding is becoming increasingly popular, particularly with families wanting …
How do you account for inflation in long-term testamentary trust planning?
Planning for the long-term viability of a testamentary trust requires careful consideration of inflation, a silent yet potent force that …
Can I use my estate plan to support diversity, equity, and inclusion causes?
Absolutely, your estate plan can be a powerful tool to further diversity, equity, and inclusion (DEI) causes that are important …
What are the key considerations for establishing an effective trust?
The flickering candlelight cast long shadows across the mahogany desk as Eleanor frantically shuffled through a stack of papers. A …
How Can a Trust Protect My Assets?
The worn leather briefcase lay open on the mahogany desk, its contents spilling forth like secrets whispered in the dead …
What credentials should a trusted trust attorney have?
My friend Mark inherited his grandfather’s house, but there was no will. The family fought over who should get it, …
How Can a Trust Help Protect My Assets?
The flickering candlelight danced across Amelia’s worried face. Stacks of bills threatened to topple over on the kitchen table, each …
What are the signs of a good estate planner?
The late afternoon sun cast long shadows across my desk as I frantically sifted through stacks of paperwork. My grandfather …