Can I define different roles for trustees and investment advisors?
The question of delineating roles between trustees and investment advisors is a crucial one in estate planning, particularly when establishing …
Can I create trust subaccounts for each child with different terms?
The question of whether you can create trust subaccounts, often referred to as separate shares or subtrusts, for each child …
Can I create subcommittees for technology, philanthropy, and governance?
Establishing subcommittees focused on technology, philanthropy, and governance is a strategic move for any organization, particularly those managed under a …
Can I create rotational leadership roles in estate management councils?
The concept of rotational leadership within estate management councils—groups often comprised of professionals like attorneys, financial advisors, and accountants—is not …
Can I create provisions for multi-country real estate ownership?
Estate planning for individuals with assets in multiple countries, particularly real estate, presents a complex web of legal considerations. It’s …
Can I create multiple irrevocable trusts?
The question of whether one can establish multiple irrevocable trusts is a common one for individuals engaging in estate planning, …
Can I create incentives within the trust for career or educational achievements?
The question of incorporating incentives within a trust for career or educational achievements is a common one, and the answer …
Can I create a co-trustee model with rotating leadership?
The concept of co-trusteeship, where multiple individuals share the responsibility of managing a trust, is a common and often beneficial …
Can I create a bypass trust to maintain long-term family property ownership?
The question of preserving family property for generations is a common concern, especially in a state like California with its …
Can I convert an existing irrevocable trust into a CRT?
The question of converting an existing irrevocable trust into a Charitable Remainder Trust (CRT) is a complex one, frequently posed …