Can I require the charity to use the remainder in a specific way?
The question of directing how a charitable remainder trust’s assets are used after your lifetime is a common one, and …
Can I require that the trust be reviewed every 10 years for relevance?
Estate planning, particularly involving trusts, isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and initial intentions …
Can I require professional development from beneficiaries before distributions?
The question of whether a trust can require beneficiaries to participate in professional development before receiving distributions is increasingly relevant …
Can I require periodic review by an independent fiduciary?
The question of whether you can require periodic review of a trust by an independent fiduciary is a crucial one …
Can I require non-competition agreements for business-related heirs?
The question of whether you can require non-competition agreements for business-related heirs is complex, steeped in legal nuance and heavily …
Can I require mandatory trustee audits every 5 years?
The question of whether you can require mandatory trustee audits every five years is a common one for those establishing …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within a trust is a nuanced one, …
Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust to solely cover primary residence expenses is a common one for …
How Do Conservatorships Handle Personal Safety?
What is a Conservatorship and Why Might Someone Need One? A conservatorship is a legal arrangement where a court appoints …
How Can Conservatorships Affect Inheritance Disputes?
What is a Conservatorship, Exactly? A conservatorship is a legal arrangement where a court appoints an individual or organization (the …