Can a testamentary trust be used to support an aging sibling?
A testamentary trust is a powerful estate planning tool that *can* be effectively used to support an aging sibling, providing …
Can I attach social contribution metrics to large distributions?
The question of attaching social contribution metrics to large distributions from trusts is gaining traction as estate planning increasingly intersects …
Can I assign successors to pets in a pet trust?
The question of providing for our beloved animal companions after we’re gone is increasingly common, and thankfully, the law is …
Can I assign responsibility to review the trust annually with a third party?
The question of assigning annual trust review to a third party is a common one, and the answer is nuanced, …
Can I assign priority access to estate housing for primary caregivers?
The question of whether you can assign priority access to estate housing for primary caregivers is a complex one, deeply …
Can I assign maintenance clauses for heirloom objects in a testamentary trust?
The question of incorporating maintenance clauses for heirloom objects within a testamentary trust is a surprisingly common one, particularly amongst …
Can I assign independent fiduciaries for high-value assets?
The question of assigning independent fiduciaries for high-value assets is a critical one in estate planning, especially for those with …
Can I assign family leaders to evaluate trust success annually?
Establishing a trust is a significant step in estate planning, ensuring your assets are distributed according to your wishes. But …
Can I allow beneficiaries to waive their share in favor of others?
The question of whether beneficiaries can waive their share of a trust in favor of others is a common one …
Can I allow a trustee to merge or split trusts for efficiency?
The question of whether a trustee can merge or split trusts for efficiency is a complex one, deeply rooted in …