Can I require compliance with a family mission statement?
The idea of a family mission statement – a guiding set of principles for how a family interacts and operates …
admin
Can I require charitable matching for distributions received?
The question of incorporating charitable matching into trust distributions is a sophisticated one, gaining traction as more individuals seek to …
Can I require beneficiaries to submit business proposals?
The question of whether you can require beneficiaries to submit business proposals as a condition of receiving distributions from a …
Can I require a performance-based trustee compensation model?
The question of whether you can require a performance-based trustee compensation model is complex, deeply rooted in trust law, and …
Can I require a cost-benefit report before new disbursement categories are added?
As a trustee, meticulously managing trust assets is paramount, and that includes controlling disbursement categories. Requiring a cost-benefit report *before* …
Can I Rent Out a Property Held in an Irrevocable Trust?
The question of whether you can rent out a property held within an irrevocable trust is surprisingly complex, hinging heavily …
Can I record my trust with a digital notary service?
The question of whether you can record your trust with a digital notary service is increasingly relevant in our modern, …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I put my digital life (email, photos, etc.) into a trust?
The question of incorporating one’s digital life into a trust is becoming increasingly pertinent in the 21st century. For decades, …
What is a Conservatorship?
A conservatorship is a legal arrangement where a court appoints an individual or organization, known as the conservator, to manage …