Can I name a rotating board of advisors to review the CRT’s social impact?
Establishing a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, allowing individuals to support causes they care …
Establishing a Charitable Remainder Trust (CRT) is a significant step in philanthropic planning, allowing individuals to support causes they care …
Establishing a family council to advise a trustee is a frequently asked question in estate planning, particularly when dealing with …
The question of whether you can name a charity as a partial remainder beneficiary of a bypass trust – also …
The question of mandating green building practices for properties held within a trust is multifaceted, requiring careful consideration of trust …
The question of whether you can mandate savings contributions by a beneficiary as a condition of receiving trust payouts is …
The question of whether you can mandate life coaching for young adult beneficiaries within a trust is a complex one, …
The question of mandating contributions to emergency savings accounts, particularly within the context of estate planning and trust creation, is …
The question of whether one can link trust access—specifically, who controls or benefits from a trust—to civic involvement metrics is …
The question of limiting investment types within a trust is a remarkably common one, and the answer is a resounding …
The question of whether you can limit trust fund access to beneficiaries based on their employment status is a common …