Charitable Remainder Trusts (CRTs) offer a sophisticated method for individuals to support charitable causes while receiving income during their lifetime, …
Absolutely, structuring a trust to evolve into a multigenerational pooled asset fund is a sophisticated estate planning strategy gaining popularity, …
Divorce proceedings often involve complex financial settlements, and determining ongoing support can be particularly challenging. A Charitable Remainder Trust (CRT) …
Testamentary trusts, created within a will, can be a viable component of international estate plans, but their suitability hinges on …
Absolutely, incorporating clauses for catastrophic event scenarios into your estate plan is not only possible but increasingly advisable in our …
The question of incorporating environmentally conscious purchasing into trusts is gaining traction as beneficiaries and trustees alike become more aware …
The question of whether a trust can restrict distributions based on a beneficiary’s credit score is complex and increasingly relevant …
Establishing an irrevocable trust is a significant step in estate planning, but the creation of the trust document is only …
Absolutely, a special needs trust can and, increasingly, *should* include provisions for digital preservation of important records, recognizing the shift …
The question of aligning investments with personal values, specifically concerning Diversity, Equity, and Inclusion (DEI), is gaining significant traction, and …