Can I protect foreign-held assets through U.S.-based estate planning?
Yes, it is absolutely possible to protect foreign-held assets through careful U.S.-based estate planning, though it requires specialized knowledge and …
What should be included in the trust schedule of assets?
A trust schedule of assets, often called a “pour-over” asset list, is a critical component of a well-structured estate plan, …
Can I define trustee qualifications that must be maintained?
Establishing a trust is a significant step in estate planning, allowing for the managed distribution of assets according to your …
Can I embed biometric verification to trigger distributions?
The idea of using biometric verification to trigger distributions from a trust or estate is a fascinating intersection of cutting-edge …
Can I structure trust distributions based on beneficiaries’ financial need?
Absolutely, structuring trust distributions based on beneficiaries’ financial need is not only possible but often a very thoughtful and effective …
Can I require that a family representative co-approve every major disbursement?
The question of requiring a family representative’s co-approval for major disbursements from a trust is a common one, and the …
Can a CRT support journalism focused on civic engagement?
Community Reinvestment Trusts (CRTs) present a novel, though complex, avenue for funding journalism, particularly that centered on civic engagement. The …
Can I establish income tiers for different classes of beneficiaries?
The question of whether you can establish income tiers for different classes of beneficiaries within a trust is a common …
Can a special needs trust cover the cost of curated health education content?
Navigating the complexities of providing comprehensive care for a loved one with special needs often extends beyond basic medical expenses …
Can a bypass trust manage cryptocurrency holdings?
The question of whether a bypass trust can manage cryptocurrency holdings is increasingly relevant in today’s digital age, as more …