Can I make education a requirement for inheritance?
The desire to incentivize future generations through inheritance is a common one, and many parents and grandparents wonder if they …
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Can a bypass trust be used in community property states?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to maximize the use of both spouses’ …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and while primarily designed for income during a donor’s life with …
Can I require that heirs draft personal mission statements?
The question of whether you can *require* heirs to draft personal mission statements as a condition of receiving inheritance is …
Can a trustee be held personally liable?
Serving as a trustee is a significant responsibility, offering the ability to manage assets for beneficiaries, but it also comes …
Can I include home energy-efficiency targets in trust housing stipulations?
The question of incorporating home energy-efficiency targets into trust housing stipulations is becoming increasingly relevant as beneficiaries and trustees alike …
Can a charitable remainder trust be funded with cryptocurrency?
The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is gaining traction as digital assets …
Can I include clauses that direct support to heirs with medical conditions?
The question of providing for heirs with medical conditions within an estate plan is not only possible, but often a …
Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due to …
Can a special needs trust offer accessibility reporting software for trustees?
Navigating the complexities of a special needs trust requires diligent oversight, and increasingly, technology is playing a vital role in …