Can I use a living will to express my healthcare wishes?
The question of expressing your healthcare wishes is paramount to proactive estate planning, and a living will – formally known …
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Can I use a generation-skipping trust to preserve wealth for grandchildren?
The desire to provide for future generations is a powerful one, and estate planning tools like generation-skipping trusts (GSTs) are …
Can I use a CRT to satisfy a charitable pledge?
The question of utilizing a Charitable Remainder Trust (CRT) to fulfill a charitable pledge is a complex one, often considered …
Can I use a CRT to make charitable giving anonymous?
The question of maintaining anonymity while engaging in charitable giving is a common one, and Charitable Remainder Trusts (CRTs) offer …
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts (CRTs) are increasingly being explored as innovative financial tools, not just for traditional community development, but also …
Can I use a bypass trust to manage royalties for multiple beneficiaries?
The question of utilizing a bypass trust for managing royalties destined for multiple beneficiaries is a common one, particularly in …
Can I use a bypass trust as part of a blended family estate plan?
Estate planning for blended families—those with children from previous relationships—presents unique complexities. Ensuring fairness to all children, while providing for …
Can I tie distributions to successful completion of counseling or therapy?
The question of whether you can tie distributions from a trust to a beneficiary’s successful completion of counseling or therapy …
Can I tie disbursements to sustainable career pursuits?
The question of whether you can tie disbursements from a trust to sustainable career pursuits – meaning careers focused on …
Can I tie benefits to health-related goals or wellness metrics?
The integration of health-related goals and wellness metrics with employee benefits is a growing trend, offering potential advantages for both …