Can I plan for beneficiaries to receive non-financial assets, such as mentorship or leadership roles?
Estate planning is often viewed through a strictly financial lens – assets like cash, property, and investments take center stage. …
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Can I place educational limits on trust withdrawals?
The question of whether you can place educational limits on trust withdrawals is a common one for parents and grandparents …
Can I permit beneficiaries to contribute back to the trust corpus?
The question of whether beneficiaries can contribute back to a trust corpus – essentially, give money back *into* the trust …
Can I outline estate-supported financial incentives for volunteerism?
The concept of incentivizing volunteerism through estate planning is gaining traction as individuals seek to weave their values into their …
Can I name someone to manage just my business assets in the trust?
The question of segregating business asset management within a trust is a common one for entrepreneurs and business owners in …
Can I name different people to manage my property and care decisions?
The question of whether you can designate different individuals to oversee your property and healthcare decisions is a common one, …
Can I name an entity as beneficiary of the bypass trust?
The question of whether you can name an entity as a beneficiary of a bypass trust, also known as a …
Can I mandate ESG compliance in trust-held portfolios?
The question of whether you can mandate Environmental, Social, and Governance (ESG) compliance in trust-held portfolios is increasingly common, reflecting …
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can mandate annual philanthropic service by beneficiaries of a trust is a surprisingly common one, …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The question of whether a bypass trust – a crucial estate planning tool for married couples seeking to maximize estate …