Can I leave funds for religious pilgrimage or tradition-based travel?
Yes, you absolutely can leave funds for religious pilgrimage or tradition-based travel within your estate plan, and it’s a surprisingly …
Can I use a generation-skipping trust to preserve wealth for grandchildren?
Generation-skipping trusts (GSTs) are powerful estate planning tools designed to transfer assets to grandchildren (or more remote descendants) while potentially …
Can a no-contest clause protect my trust from being challenged?
A no-contest clause, also known as an “in terrorem” clause, is a provision within a trust or will that attempts …
Can a special needs trust cover public speaking coaching?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and whether something like public speaking …
Can I require the trustee to publish a public benefit report annually?
The question of whether you can require a trustee to publish an annual public benefit report is complex and depends …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is complex and depends …
Can a trust be converted from first-party to third-party?
The conversion of a trust from first-party (also known as self-settled) to third-party is a complex area of estate planning, …
Can the trust include an honor code for intergenerational collaboration?
The question of embedding an “honor code” for intergenerational collaboration within a trust is a fascinating and increasingly relevant one, …
Can I include non-family members as observers in trust decision-making?
The question of including non-family members in trust decision-making is surprisingly common, and the answer is nuanced, hinging on the …
Can a testamentary trust provide for home maintenance or repair?
Yes, a testamentary trust can absolutely provide for home maintenance and repair, and it’s a surprisingly common and effective way …