Can the trust own fractional shares of a family business?
Absolutely, a trust can indeed own fractional shares of a family business, and it’s a surprisingly common and effective estate …
Can I require skill certifications before certain distributions are released?
The question of whether you can require skill certifications before releasing distributions from a trust is a nuanced one, deeply …
Can I plan for tax-efficient transfer of foreign assets?
Navigating the complexities of international asset transfer requires careful planning to minimize tax implications and ensure compliance with both U.S. …
Can I set aside part of the trust for climate disaster relief affecting heirs?
The increasing frequency and severity of climate-related disasters – hurricanes, wildfires, floods, and droughts – are prompting many estate planners …
Can I update asset titles to avoid probate?
Probate, the legal process of validating a will and administering an estate, can be a time-consuming and costly affair, often …
Can the trust own fractional shares of a family business?
Absolutely, a trust can indeed own fractional shares of a family business, and it’s a surprisingly common and effective estate …
Can I convert a CRT into a charitable lead trust if needs change?
The question of modifying a Charitable Remainder Trust (CRT) to a Charitable Lead Trust (CLT) is complex, but not entirely …
Can I include a sunset clause that terminates the trust after a certain date?
Yes, absolutely, a sunset clause, also known as a termination date, can be included within a trust document, allowing it …
Can I include disaster recovery protocols for trust-owned assets?
Navigating the complexities of estate planning often extends beyond simply designating beneficiaries and distributing assets; it necessitates considering the unforeseen—natural …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, ensuring the diligent management of assets is paramount, and the question of …