Can I build in performance incentives for trustees?
The question of whether to incorporate performance incentives for trustees is a nuanced one, deeply rooted in the legal and …
Can I build donor legacy milestones into a CRT agreement?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow donors to make significant charitable gifts while retaining income …
Can I block beneficiaries from becoming trustees later?
Estate planning is a deeply personal process, and many clients ask about control—specifically, whether they can dictate not just *who* …
Can I ban purchasing firearms or weapons with trust funds?
The question of whether you can legally restrict the use of trust funds for the purchase of firearms is complex, …
Can I authorize media projects documenting estate impact?
The question of authorizing media projects—documentaries, films, or even extended journalistic investigations—that delve into the impact of one’s estate plan …
Can I authorize blended family planning tools in the estate?
Estate planning for blended families – those with stepchildren, or children from previous relationships – presents unique challenges that require …
Can I assign trustees with dual expertise in finance and sustainability?
The question of whether to appoint trustees with dual expertise—specifically in both finance and sustainability—is increasingly relevant as estate planning …
Can I Allow Trustee Veto Power Over Discretionary Purchases?
The question of granting a trustee veto power over discretionary purchases within a trust is complex, touching on legal duties, …
Can I allow the trustee to convert assets within the trust to cash?
The question of whether a trustee can convert trust assets to cash is a common one, and the answer, as …
Can I allow public reporting of trust impact or activity?
The question of whether you can allow public reporting of trust impact or activity is a complex one, deeply rooted …