Can I include flexible distribution percentages in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
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Can I include educational resources with my estate materials?
The question of whether you can – and should – include educational resources with your estate planning materials is a …
Can I include digital currency in my estate plan?
The question of incorporating digital currency, like Bitcoin and Ethereum, into an estate plan is becoming increasingly relevant as these …
Can I include contingency clauses for divorce or bankruptcy in my estate?
Estate planning is often viewed as preparing for the inevitable – death. However, a truly comprehensive plan anticipates life’s other …
Can I include clauses to freeze my estate plan if I become incapacitated?
The question of incorporating clauses to “freeze” an estate plan upon incapacitation is a critical one for many individuals planning …
Can I include charitable donations in my estate plan?
Estate planning isn’t solely about distributing assets to family and loved ones; it also provides a powerful avenue for supporting …
Can I include backup beneficiaries for unused trust funds?
The question of whether you can include backup beneficiaries for unused trust funds is a common one for those considering …
Can I impose audit committee reviews for trustee choices?
The question of incorporating audit committee reviews into the selection of trustees, particularly within the context of trust administration overseen …
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can grant decision-making power to a committee instead of a single trustee is a common …
Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused trust funds is a common one for those establishing trusts with …