Can I limit access to trust records for certain parties?
The question of controlling access to trust records is a common one for those establishing trusts, and the answer is …
Can a testamentary trust specify use of ethical banking institutions?
The question of whether a testamentary trust can specify the use of ethical banking institutions is complex, falling into the …
Can I require annual meetings between trustees and beneficiaries?
The question of mandating annual meetings between trustees and beneficiaries is a common one, and the answer is nuanced, largely …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one, and the answer is …
Can a testamentary trust support adult children with special needs?
Yes, a testamentary trust can be a powerful tool to support adult children with special needs, offering continued care and …
Can I prohibit liquidation of certain legacy assets?
The question of whether you can prohibit the liquidation of specific legacy assets within an estate plan is a common …
Can a CRT support sustainable agriculture projects?
Community Reinvestment Trusts (CRTs), traditionally focused on local economic development, are increasingly being explored as vehicles to fund sustainable agriculture …
Can I create sub-trusts based on family branches?
Absolutely, establishing sub-trusts within a larger family trust is a common and effective estate planning strategy, particularly for families with …
Can I require dispute resolution by arbitration or mediation?
Yes, you absolutely can, and increasingly, including provisions for alternative dispute resolution (ADR) like arbitration or mediation in your estate …
How Much Does It Cost To Set Up A Trust?
The rain lashed against the windowpane, mirroring the storm raging inside me. My grandfather had recently passed away, leaving behind …