Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can offer significant tax benefits while supporting charitable organizations, but …
Can I structure incentive distributions for philanthropy milestones?
The question of structuring incentive distributions tied to philanthropic milestones is gaining traction as high-net-worth individuals and families seek innovative …
Should I share the trust terms with the beneficiaries?
Deciding whether to share the terms of a trust with its beneficiaries is a frequent question for trustees and grantors, …
Can I link trust access to qualifying certifications or licenses?
The question of linking trust access to qualifying certifications or licenses is a nuanced one within estate planning, and the …
Can the trust fund scientific research or innovation by beneficiaries?
Trusts are versatile estate planning tools, but their ability to fund scientific research or innovation by beneficiaries isn’t always straightforward; …
Can I structure a tiered inheritance model tied to personal growth metrics?
The question of whether one can structure a tiered inheritance model tied to personal growth metrics is becoming increasingly common …
How can I clean up a mistake involving an estate planning attorney near by
The musty smell of old legal documents filled Sarah’s nostrils as she sifted through her late grandmother’s paperwork. A wave …
Who do I involve to make real progress on estate litigation?
The late afternoon sun slanted through the dusty window, illuminating motes dancing in the air. Martha nervously tapped her foot …
What’s the proper procedure for dissolving a trust?
The musty smell of old paper filled my nostrils as I sifted through boxes in my grandmother’s attic. Amongst faded …
How do I navigate an issue with joint property inheritance?
The phone slipped from Margaret’s grasp, clattering against the hardwood floor. Her brother, Robert, stood in the doorway, his face …