Can I designate different beneficiaries for different asset types?
The question of whether you can designate different beneficiaries for different asset types is a common one for individuals engaging …
admin
Can I designate a protector or trust advisor for oversight?
The concept of designating a protector or trust advisor within a trust structure, particularly a revocable living trust, is gaining …
Can I designate a CPA to oversee annual tax filings for the trust?
The question of designating a Certified Public Accountant (CPA) to manage the annual tax filings for a trust is a …
Can I delay the income start date from a CRT for tax planning purposes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized by individuals looking to make significant charitable donations while …
Can I delay distributions to adult children in a testamentary trust?
The question of whether you can delay distributions to adult children within a testamentary trust is a common one for …
Can I define exit strategies for trust-owned businesses?
The question of defining exit strategies for businesses held within a trust is a crucial one for estate planning, particularly …
Can I create voting shares among beneficiaries for decision-making?
The concept of implementing “voting shares” among beneficiaries within a trust, while not a standard legal structure, is increasingly sought …
Can I create a plan for donating my body to science?
The prospect of donating one’s body to science is a generous and impactful decision, offering invaluable contributions to medical research, …
Can I create a feedback loop in the trust for beneficiary satisfaction?
Establishing a feedback loop within a trust, while not a standard practice, is becoming increasingly popular as trust administration evolves …
Can I create a charitable remainder trust using a blended family plan?
The intersection of charitable giving and blended family estate planning presents unique challenges, but it is absolutely possible to create …