Can I establish rules for sustainability ratings of trust investments?
The increasing demand for socially responsible investing (SRI) and environmental, social, and governance (ESG) factors has prompted many trust beneficiaries …
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Can I name someone to manage just my business assets in the trust?
That’s a common question for business owners considering estate planning, and the answer is generally yes, you can structure your …
Can a trust pay for an inclusive wedding planner if the beneficiary gets married?
The question of whether a trust can fund expenses like a wedding planner, especially one specializing in inclusive services, is …
Do I need a separate tax ID for the trust?
The question of whether a trust requires its own tax ID, or Employer Identification Number (EIN), is a common one …
Can a testamentary trust distribute real property to more than one person?
Yes, a testamentary trust can absolutely distribute real property to more than one person, offering a flexible solution for estate …
Can a CRT include instructions for producing a donor legacy video?
Certainly, a Charitable Remainder Trust (CRT) can indeed include detailed instructions for producing a donor legacy video, and increasingly, forward-thinking …
Can a trust be linked to a family support group’s programming?
The intersection of estate planning, specifically trusts, and the funding of family support group programming is a nuanced but increasingly …
Can I specify that distributions only occur after net-worth milestones?
Yes, you absolutely can specify that distributions from a trust only occur after certain net-worth milestones are achieved, and this …
Can a testamentary trust help manage family-controlled trademarks or brands?
A testamentary trust can indeed be a powerful tool for managing family-controlled trademarks or brands, offering a structured approach to …
Can a special needs trust help pay for advocacy services?
Navigating the world with special needs often requires dedicated support, and a crucial component of that support can be effective …