Can I prohibit monetization of family name or legacy?
The question of preserving a family’s name and legacy extends far beyond simply passing down heirlooms; it increasingly involves controlling …
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Can a CRT be designed to include specific grantmaking instructions?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I create clauses related to family language preservation?
The desire to preserve family history and cultural identity is a deeply human one, and increasingly, estate planning attorneys like …
Can I fund a trust while I’m still alive?
Yes, absolutely you can, and in fact, it’s a very common and often recommended practice to fund a trust during …
Should I include trust reviews in my financial planning schedule?
Integrating regular trust reviews into your financial planning schedule is not merely advisable—it’s essential for safeguarding your assets and ensuring …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can a special needs trust pay for a caregiver?
The question of whether a special needs trust (SNT) can pay for a caregiver is a common one for families …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust—also known as a completed gift trust or an irrevocable life insurance trust (ILIT)—can …
Can I create a flexible trust that accommodates evolving medical needs?
The question of whether a trust can adapt to changing medical necessities is a critical one for many individuals planning …
What’s the legal process for transferring real estate?
The worn leather of the briefcase felt heavy in my hand, each crease a testament to past anxieties. My grandfather, …