Can I allow public reporting of trust impact or activity?
Trusts, by their very nature, are designed to provide a level of privacy regarding assets and beneficiaries, but the question …
Can I plan for multiple successors for various family roles and trusts?
Absolutely, strategic estate planning allows for the designation of multiple successors, not just for trusts, but for various family roles …
Can a trust hold collectibles like art or antiques?
Yes, a trust can absolutely hold collectibles like art, antiques, jewelry, classic cars, or any other tangible personal property; in …
Can I use a family limited partnership in my estate plan?
Family Limited Partnerships (FLPs) have long been a sophisticated estate planning tool for high-net-worth individuals looking to transfer wealth while …
Can a bypass trust support the creation of a family archive or history project?
Absolutely, a bypass trust, also known as a B Trust or QTIP trust, can be strategically designed to not only …
Can a CRT include environmental due diligence requirements for investments?
Community Reinvestment Trusts (CRTs) are increasingly being utilized as a vehicle for socially responsible investing, and the question of incorporating …
Can I create impact milestones that trigger release of funds?
Absolutely, establishing impact milestones that trigger the release of funds is a powerful and increasingly popular estate planning technique, particularly …
Can the trust assist with neighborhood integration resources?
While often perceived solely as tools for asset protection and distribution after death, trusts, when thoughtfully constructed with the guidance …
Can I make my trust terminate after reaching a financial threshold?
The question of whether a trust can terminate upon reaching a specific financial threshold is a common one for clients …
Can I leave instructions for organ donation in my estate plan?
Yes, you absolutely can, and should, include instructions for organ donation within your comprehensive estate plan, though it’s not quite …