Can a testamentary trust own or manage mineral rights?
Testamentary trusts, created through a will and taking effect after death, are versatile estate planning tools, but their capacity to …
Can I allocate part of the trust to purchase shared digital tools for descendants?
The question of whether you can allocate trust funds towards shared digital tools for your descendants is becoming increasingly common …
Can I allocate funds for cultural exchange or global travel?
The question of whether you can allocate funds within a trust for cultural exchange or global travel is a surprisingly …
Can I allocate different percentages of my estate to different causes?
The question of whether you can allocate different percentages of your estate to different causes is a cornerstone of thoughtful …
Can I address future global mobility and tax residency issues in my plan?
Absolutely, addressing future global mobility and tax residency is not only possible but often crucial when crafting a comprehensive estate …
Can I add optional philanthropic clauses that heirs can choose to activate?
Estate planning is often viewed solely through the lens of asset distribution, but a growing trend involves incorporating philanthropic desires, …
Can I add clauses requiring trustees to prioritize debt repayment first?
The question of whether you can include clauses in a trust document requiring trustees to prioritize debt repayment before distributions …
Can I add a clause to skip a generation if needed?
Estate planning, while often focused on the immediate family, isn’t always a linear progression. Many individuals desire to ensure their …
Can a trustee also be a beneficiary in a testamentary trust?
The question of whether a trustee can also be a beneficiary in a testamentary trust is a common one, and …
Can a trust support transitional housing for young adults with disabilities?
The question of whether a trust can support transitional housing for young adults with disabilities is a complex one, frequently …