Can I Prevent Ex-Spouses from Accessing Trust Funds?
The question of whether an ex-spouse can access trust funds is a common concern for individuals undergoing divorce or those …
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Can I permit beneficiaries to contribute back to the trust corpus?
The question of allowing beneficiaries to contribute back to a trust corpus is surprisingly common, and the answer, as with …
Can I outline educational pathways or funding for non-traditional learning?
The landscape of education is rapidly evolving, moving beyond the traditional four-year college model. Many individuals are now seeking alternative …
Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets within your estate plan is a …
Can I name an alternate successor trustee?
The question of whether you can name an alternate successor trustee is a common one for individuals establishing or updating …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, offering tax benefits while supporting chosen charities. While the primary focus …
Can I name a donor-advised fund as the remainder beneficiary?
The question of whether you can name a donor-advised fund (DAF) as the remainder beneficiary in your estate planning, specifically …
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The first is the partition in kind where the property is divided into equal and proportional shares of value which …
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Then, the inherited home may need to divide through partitions for the different affected individuals from the estate or family. …
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Remember that the responsibility for pets and children is wildly different, so you’ll need to give this some thought. By …