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 …
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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 …
Can I plan for my estate to support refugee resettlement or migration efforts?
Absolutely, estate planning offers a powerful avenue to direct your resources towards causes you care about, including supporting refugee resettlement …
Can a special needs trust support group housing arrangements?
The question of whether a special needs trust can support group housing arrangements is complex, but generally, yes, with careful …
Can a testamentary trust be used to support aging parents?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to support …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals—attorneys, financial advisors, accountants, and others—is complex, …