The concept of incorporating Environmental, Social, and Governance (ESG) factors, and specifically environmental sustainability scores, into trust agreements is a …
The question of whether you can require a family representative to co-approve major disbursements from a trust is a frequent …
The question of incorporating social worker oversight for large trust expenses, particularly those benefiting a vulnerable beneficiary, is gaining traction …
Estate planning, particularly when involving trusts for beneficiaries, isn’t a static process; it’s a dynamic one. Many settlors – the …
Estate planning, particularly concerning trusts, isn’t a ‘set it and forget it’ endeavor. Life evolves, beneficiaries’ circumstances change, and initial …
Establishing a charitable remainder trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets, receive income during …
The idea of tying distributions from a trust to a beneficiary’s participation in professional development is gaining traction, particularly amongst …
The question of whether you can require financial literacy training before an inheritance is gaining traction as wealth transfer accelerates—estimated …
The question of incorporating requirements for family retreats or bonding activities within a trust is becoming increasingly popular, particularly amongst …
The question of requiring dual signatures for trust distributions above a certain threshold is a common and incredibly prudent one …