Can I reward entrepreneurial activity through trust incentives?
The question of incentivizing entrepreneurial spirit within a trust structure is increasingly relevant as wealth transfer strategies evolve. Traditionally, trusts …
Can I revoke a previously signed will?
The question of whether you can revoke a previously signed will is a common one for estate planning attorneys like …
Can I restrict trust-funded education to accredited institutions only?
The question of restricting trust funds to accredited institutions is a common one for parents and grandparents establishing trusts for …
Can I restrict trust payments during periods of political instability?
The question of restricting trust payments due to political instability is a complex one, frequently raised by individuals with assets …
Can I restrict the trust from investing in high-risk emerging markets?
The question of restricting a trust’s investments, particularly concerning high-risk emerging markets, is a crucial one for grantors seeking to …
Can I restrict political lobbying using trust income?
The question of whether trust income can be restricted from funding political lobbying is a complex one, deeply intertwined with …
Can I restrict investment in companies rated low on DEI practices?
The question of aligning investments with personal values, specifically regarding Diversity, Equity, and Inclusion (DEI), is increasingly prevalent among investors …
Can I require trustee succession planning within the trust document?
The question of incorporating trustee succession planning into a trust document is not merely advisable—it’s becoming increasingly critical for modern …
Can I require trustee approval from an independent party?
The question of whether you can require trustee approval from an independent party is a frequent one for those establishing …
Can I require the trustee to use fiduciary insurance at all times?
The question of whether you can require a trustee to maintain fiduciary insurance, also known as trustee liability insurance, is …