Can a CRT provide seed funding to endow a new nonprofit?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for income during retirement and substantial charitable giving; however, …
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Can I include digital assets in my estate plan?
The question of whether you can include digital assets in your estate plan is increasingly important in our modern, digitally-driven …
Can I condition travel-related trust benefits on carbon-offset purchasing?
The question of whether you can condition travel-related trust benefits on carbon-offset purchasing is increasingly relevant as concerns about climate …
Can a special needs trust assist in covering fiduciary bond costs for the trustee?
Navigating the complexities of special needs trusts requires careful consideration of all associated costs, including those for fiduciary bonds, which …
Can I assign a mentorship panel to oversee distributions to younger heirs?
The question of how best to manage inheritances for younger beneficiaries is a common one, and assigning a mentorship panel …
Can the trust help fund awareness campaigns for the beneficiary’s condition?
Absolutely, a properly structured trust can be a powerful tool to not only provide for a beneficiary but also to …
Can I use a QTIP trust as part of my estate plan?
A Qualified Terminable Interest Property (QTIP) trust is a powerful estate planning tool designed to provide for a surviving spouse …
Can a trustee be required to consult with family advisors?
The question of whether a trustee can be *required* to consult with family advisors is complex and hinges on the …
Can I allocate specific assets to charities within one CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
Who’s licensed to deal with advanced estate planning issues near me
The mahogany desk gleamed under the dim office lights. Papers overflowed from a worn leather briefcase, each sheet representing another …