Can I define allowable levels of investment risk tolerance in the trust?
The question of defining allowable levels of investment risk tolerance within a trust is a crucial one for anyone establishing …
Can I create terms that support foster children or adopted relatives?
The question of incorporating provisions for foster children or adopted relatives within estate planning documents – specifically trusts – is …
Can I create sliding scale inheritance linked to cost-of-living indices?
The question of whether you can create a sliding scale inheritance linked to cost-of-living indices is increasingly relevant in today’s …
Can I create rotating beneficiary roles for certain assets?
Estate planning is rarely a “one-size-fits-all” endeavor, and the question of rotating beneficiary roles for specific assets is becoming increasingly …
Can I create performance bonds for trustee responsibilities?
The question of whether performance bonds can be created for trustee responsibilities is complex, venturing into the intersection of legal …
Can I create mobile-first access to estate updates for heirs?
The question of providing mobile-first access to estate updates for heirs is becoming increasingly relevant in today’s digital age. Traditionally, …
Can I create educational endowments for descendants through estate planning?
The desire to provide future generations with opportunities is a powerful motivator for many when crafting their estate plans. Specifically, …
Can I create a bypass trust that adjusts distributions based on inflation indexes?
The question of whether you can create a bypass trust – also known as an AB trust – that adjusts …
Can I convert a CRT into a charitable lead trust if needs change?
The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) is a complex one, and …
Can I combine bypass trust terms with a generation-skipping trust structure?
The question of combining bypass trust terms with a generation-skipping trust (GST) structure is a sophisticated one often encountered by …