Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for life (or a …
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Can I limit trust investments to companies that align with family values?
The question of whether you can limit trust investments to companies that align with family values is becoming increasingly common …
Can the trust be used to purchase carbon offsets annually?
The question of whether a trust can be utilized to purchase carbon offsets annually is increasingly relevant as individuals and …
Can I create performance bonds for trustee responsibilities?
The question of whether performance bonds can be utilized for trustee responsibilities is complex, stemming from the unique fiduciary duties …
How does a testamentary trust work for single parents?
A testamentary trust, established within a last will and testament, offers a powerful estate planning tool, particularly for single parents …
Can I use a testamentary trust to explore democratic governance models in wealth distribution?
The question of utilizing a testamentary trust to experiment with democratic wealth distribution is a fascinating intersection of estate planning, …
Can I specify requirements for professional trustee accreditation?
The question of specifying requirements for professional trustee accreditation is becoming increasingly relevant as the complexities of estate planning rise …
Can a trust be designed to pass unused funds to a charitable organization?
Absolutely, a trust can be strategically designed to direct any remaining, unused funds to a charitable organization of the grantor’s …
What’s the Most Efficient Fix for an Improperly Executed Trust?
The frantic phone call came in late Friday afternoon. My client, Mrs. Peterson, was beside herself. Her husband, John, had …
How long does trust administration take?
The duration of trust administration can vary dramatically, ranging from a few months to several years, and is heavily dependent …