The idea of tying trust distributions to charitable giving, particularly concerning climate-related philanthropy, is gaining traction as beneficiaries increasingly prioritize …
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
The question of controlling the timing of asset distribution within a trust, specifically tying it to real estate price appreciation, …
Absolutely, a special needs trust can be designed to support a wide range of beneficial activities for the beneficiary, including …
The question of whether a bypass trust can contain social credit or behavior tracking clauses is a complex one, venturing …
Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people with proportional payouts, offering a versatile estate …
The question of requiring tax-preparer sign-off before distributions from a trust or estate is a common one for clients of …
The idea of establishing a trust specifically for funding a future wedding is becoming increasingly popular, particularly with families wanting …
Planning for the long-term viability of a testamentary trust requires careful consideration of inflation, a silent yet potent force that …
Absolutely, your estate plan can be a powerful tool to further diversity, equity, and inclusion (DEI) causes that are important …