Can I require that real estate held in the trust remain energy-efficient?
Absolutely, you can, and increasingly, estate planning is encompassing more than just financial and property distribution—it’s about reflecting your values, …
Who else should know about the trust?
Establishing a trust is a significant step in estate planning, but determining who to inform beyond yourself and your attorney, …
Can I include a clause that the charity must meet diversity benchmarks?
The question of incorporating diversity benchmarks into charitable giving through estate planning is gaining traction as philanthropists increasingly seek to …
Can I use estate planning to manage foreign pension assets?
The question of incorporating foreign pension assets into estate planning is increasingly relevant in today’s globalized world, as more individuals …
Can I establish a bypass trust that transforms into a private foundation upon termination?
The question of whether a bypass trust can seamlessly transition into a private foundation upon its termination is complex, but …
Can I enable estate contributions to climate justice funds?
The question of incorporating philanthropic goals, specifically supporting climate justice funds, within estate planning is gaining traction as individuals increasingly …
Can the trust require that medical debt be prioritized in emergency disbursements?
The question of prioritizing medical debt within a trust’s emergency disbursement provisions is a complex one, rooted in both the …
Can a CRT be used to support research into rare diseases?
Community Reinvestment Trusts, or CRTs, while often associated with affordable housing and community development, *can* indeed be creatively utilized to …
Can the CRT support land conservation via remainder transfer?
Charitable Remainder Trusts (CRTs) can indeed be powerful tools to support land conservation through remainder transfers, offering a unique blend …
How do I clean up a mess involving outdated wills near by
The musty smell of old paper filled Clara’s nostrils as she rummaged through her late grandmother’s attic. Dust motes danced …