Can I require annual reporting from the remainder charity?
Navigating charitable giving through estate planning, particularly with remainder interests, requires careful consideration of reporting requirements and oversight to ensure …
How do I make sure this doesn’t spiral into litigation with a trust attorney?
The aroma of freshly brewed coffee filled Sarah’s kitchen as she reviewed her late father’s will. A knot tightened in …
Can I include a review clause tied to major life milestones?
The question of whether to include a review clause tied to major life milestones within an estate plan is a …
Can a conservator manage a special needs trust?
The question of whether a conservator can manage a special needs trust (SNT) is complex and requires a nuanced understanding …
How do I reopen a closed trust or amend a finalized one?
The phone rang, jarring me from my morning coffee ritual. It was Margaret, a client whose voice trembled with distress. …
Can I require civic engagement verification for access to discretionary funds?
The question of tying access to discretionary funds to civic engagement verification is gaining traction as communities seek to encourage …
What’s the proven method for correcting a living trust near by?
The phone slipped from my grasp, clattering onto the hardwood floor. My breath caught in my throat. “It’s gone,” I …
Who do I bring in for a second look at a contested trust?
The mahogany desk gleamed under the harsh fluorescent lights, its surface cluttered with legal documents. Martha nervously tapped her foot, …
Can I allocate a reserve within the trust for emerging financial technologies?
The question of whether to allocate a reserve within a trust for emerging financial technologies, like cryptocurrency or blockchain investments, …
Can I require financial planning approval before large distributions?
Yes, you absolutely can, and often should, require financial planning approval before making large distributions from a trust, especially irrevocable …