Can I make distributions conditional on estate-wide goals being met?
The ability to structure distributions from a trust based on the achievement of estate-wide goals is a sophisticated, yet increasingly …
Can I assign default successors to trustee roles based on impact evaluations?
The question of assigning default successors to trustee roles based on impact evaluations is a complex one, deeply rooted in …
Can I assign an environmental officer to manage eco-terms in a trust?
The idea of assigning an environmental officer to manage ecological terms within a trust is gaining traction as environmental consciousness …
Can I assign a professional mediator to resolve disputes?
Estate planning, while focused on preparation and foresight, doesn’t eliminate the potential for disagreements. Disputes can arise between beneficiaries, regarding …
Can I Assign a Family Ombudsman to Mediate Internal Trust Disputes?
The question of whether a family ombudsman can effectively mediate internal trust disputes is complex, touching upon legal, familial, and …
Can I assign a backup charity if the original one no longer exists?
The question of assigning a backup charity within a trust, particularly a charitable remainder trust (CRT), is a common one …
Can I appoint different people for healthcare and financial powers of attorney?
The question of whether you can appoint different people for healthcare and financial powers of attorney is a common one, …
Can I appoint a trust company to manage a CRT’s assets?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I add a clause requiring investment in green infrastructure projects?
The question of incorporating socially responsible investing, particularly focusing on green infrastructure, into a trust document is gaining significant traction. …