Can I use a CRT to enable charitable investment in social impact bonds?
Charitable Remainder Trusts (CRTs) offer a compelling pathway for individuals interested in supporting impactful investments like Social Impact Bonds (SIBs) …
Can I include charitable donations in my trust?
Absolutely, charitable donations can be seamlessly integrated into your trust, offering both personal fulfillment and potential tax benefits. A trust …
Can I set a trust expiration date based on external events?
The idea of tying a trust’s lifespan to external events is a surprisingly common inquiry for estate planning attorneys like …
Can I restrict trust funds from being used for gambling or addictions?
The question of safeguarding trust funds from misuse, particularly concerning gambling or addictions, is a common and vital one for …
Can the trust help the beneficiary establish legal identification documents?
Establishing legal identification can be a surprisingly complex hurdle for beneficiaries, especially those who may have limited resources or face …
Can I establish heirship qualifications through behavior tracking?
The question of establishing heirship qualifications through behavior tracking is complex, venturing into ethical and legal territories often reserved for …
Can I name a donor-advised fund as the remainder beneficiary?
Yes, you absolutely can name a donor-advised fund (DAF) as the remainder beneficiary of your estate plan, but there are …
Can I mandate environmental audits for trust-owned land?
As a trustee, you have a fiduciary duty to manage trust assets prudently, and this increasingly includes considering environmental risks …
Can I tie trust benefits to career milestones?
The idea of linking trust distributions to career achievements—like completing a degree, reaching a certain job title, or achieving a …
How do I prove I had mental capacity when signing the trust?
Establishing mental capacity when signing a trust—or any legal document—is crucial, as it ensures the document’s validity and prevents future …