Can I include a review clause tied to major life milestones?
Estate planning, particularly concerning trusts, isn’t a “set it and forget it” endeavor. Life throws curveballs – marriages, divorces, births, …
Can I include a moral clause restricting use of funds for unethical purposes?
The question of whether you can include a moral clause in a trust, restricting the use of funds for purposes …
Can I include a condition that trustees undergo third-party ethics training?
Estate planning, particularly when utilizing trusts, hinges on the integrity and responsible management of assets by appointed trustees. While the …
Can I include a clause that terminates the trust if assets fall below a threshold?
The question of whether you can include a clause to terminate a trust if assets fall below a certain threshold …
Can I include a clause for estate disengagement from litigation-prone assets?
Estate planning is often perceived as simply directing the distribution of assets after one’s passing, but a truly comprehensive plan …
Can I incentivize beneficiaries to remain in specific geographic areas?
The desire to keep family close, or to maintain roots in a particular community, is a common motivation for estate …
Can I implement a mandatory mentorship program for beneficiaries?
The question of implementing a mandatory mentorship program for beneficiaries of a trust is complex, touching on legal, ethical, and …
Can I exclude someone from the trust?
The question of whether you can exclude someone from your trust is a remarkably common one for individuals engaging in …
Can I exclude certain heirs from bypass trust benefits?
The question of excluding specific heirs from the benefits of a bypass trust, also known as a Credit Shelter Trust …
Can I establish protocols for resolving family disagreements?
The question of whether you can establish protocols for resolving family disagreements is not simply a legal one, but a …