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 …
Can a bypass trust include an equity clause for equal gender representation among trustees?
The question of whether a bypass trust can include an equity clause mandating equal gender representation among trustees is a …
What questions should I ask during the hiring process for an estate planning attorney near me?
The worn leather of my grandfather’s armchair creaked under my weight. His study smelled faintly of pipe tobacco and old …
How Can Estate Planning Protect My Assets?
A knot of anxiety twisted in my stomach as I stared at the stack of paperwork. My grandmother had recently …
Can a testamentary trust prevent cohabiting partners from receiving funds?
A testamentary trust, established through a will, offers a powerful mechanism for controlling the distribution of assets after death, and …
How do I find top talent in trust law?
The air hung thick with worry. My grandfather’s health was failing, and he needed someone trustworthy to manage his estate. …
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 becoming increasingly …