Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within your estate plan is a common one, and …
admin
Can I require a review panel to assess the charity’s use of the funds after termination?
Establishing a charitable trust is a powerful way to leave a lasting legacy, but ensuring funds are used as intended …
Can I structure my estate to maximize multi-generational tax efficiency?
Planning for the transfer of wealth across generations is a complex undertaking, but one that can significantly reduce tax burdens …
Can a bypass trust help prevent disqualification from VA benefits?
The question of whether a bypass trust can help prevent disqualification from VA benefits is a common one for veterans …
Can I mandate life coaching for young adult beneficiaries?
The question of whether you can mandate life coaching for young adult beneficiaries within a trust is increasingly common, particularly …
Can I include power of attorney for financial decisions in my estate plan?
Absolutely, integrating a power of attorney for financial decisions is not only possible but also a vital component of a …
Can I allow discretionary hardship distributions for emergencies?
The question of allowing discretionary hardship distributions for emergencies within a trust or estate plan is a common one, and …
Can a CRT be structured to minimize Unrelated Business Income Tax (UBIT)?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both financial and philanthropic goals, but navigating the complexities of …
Can a CRT pay for financial education programs after termination?
Community Reinvestment Trusts (CRTs), designed to address historical redlining and promote economic opportunity, present a unique question when it comes …
How can I protect my digital assets in my estate plan?
Rain lashed against the windows, mimicking the turmoil in Sarah’s heart. She stared at her laptop screen, a jumble of …