Can I require quarterly beneficiary check-ins for updates?
Estate planning, particularly concerning trusts, isn’t a ‘set it and forget it’ endeavor. Life evolves, beneficiaries’ circumstances change, and initial …
Can I require public disclosure of how remainder funds are spent?
Establishing a charitable remainder trust (CRT) is a powerful estate planning tool, allowing individuals to donate assets, receive income during …
Can I require professional development from beneficiaries before distributions?
The idea of tying distributions from a trust to a beneficiary’s participation in professional development is gaining traction, particularly amongst …