Can I require the trustee to consult with the beneficiary’s care team?
Navigating the complexities of a trust, particularly when a beneficiary requires ongoing care, often brings up the question of communication …
Can a bypass trust support structured payout plans modeled after annuities?
The question of whether a bypass trust can support structured payout plans mirroring annuities is a nuanced one, deeply rooted …
Can a bypass trust require a child to complete higher education before receiving funds?
The question of whether a bypass trust can require a child to complete higher education before receiving funds is a …
Can I include standards of conduct for representing the family name?
Protecting a family’s legacy extends far beyond just financial assets; it encompasses reputation, values, and the very essence of who …
How do I manage liquidity in a trust?
Successfully managing liquidity within a trust is crucial for ensuring beneficiaries receive distributions as intended and avoiding unnecessary complications or …
Can I assign a professional archivist to family records in the estate plan?
The idea of designating a professional archivist within an estate plan is a fascinating and increasingly relevant consideration, particularly for …
Can I require the trustee to consult with the beneficiary’s care team?
Navigating the complexities of a special needs trust requires a delicate balance between fiduciary duty and ensuring the beneficiary receives …
Where do I start when a problem seems unfixable with my estate planning lawyer nearby?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My world tilted on its axis. Dad was …
Where can I get a second opinion on trust legal advice?
The phone slipped from my hand, clattering against the hardwood floor. My lawyer’s words echoed in my ears: “irrevocable.” The …
Can I structure support for descendants in political or social leadership roles?
The question of intentionally structuring estate plans to support descendants pursuing political or social leadership roles is a complex one, …