Can I appoint a trust protector for future changes?
The idea of appointing a trust protector is gaining traction as estate planning becomes increasingly complex, and for good reason; …
Can a charitable remainder trust include environmental or ethical investment guidelines?
Absolutely, a charitable remainder trust (CRT) can indeed incorporate environmental, social, and governance (ESG) or ethical investment guidelines, reflecting a …
Can the trust restrict lobbying activity by the beneficiary charity?
Yes, a trust can absolutely restrict lobbying activity by the beneficiary charity, although the extent and enforceability of those restrictions …
Can I disinherit someone with a testamentary trust?
Yes, you can effectively disinherit someone, even with a testamentary trust, but it requires careful planning and execution within the …
Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can subsidize a sabbatical or study leave for a beneficiary is complex and …
How do I close the loop on estate issues with my lawyer near by
The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Her breath hitched; she reread the email. “Estate …
Where can I turn for trusted estate planning attorney near me?
The insistent buzz of her phone jolted Elena awake. It was 3:00 am, and a knot of dread tightened in …
Who creates business succession plans as part of estate planning?
The acrid scent of burnt coffee filled Michael’s nostrils, jolting him awake. He stared at the ceiling, the weight of …
What’s the best team to handle complex estate planning near by?
The rain hammered against the windowpanes, mimicking the frantic beat of Sarah’s heart. She clutched the crumpled legal document in …
How do I manage the risk involved in estate planning decisions near by?
The flickering fluorescent light hummed above as Martha nervously tapped her pen against a worn legal pad. She glanced at …