Can I include planning for future family expansion (adoption, IVF, etc.)?
Family expansion, whether through traditional means, adoption, or assisted reproductive technologies like In Vitro Fertilization (IVF), presents unique estate planning …
Can I use a charitable remainder trust to provide for my children?
A charitable remainder trust (CRT) is a sophisticated estate planning tool that allows you to donate assets to a trust, …
Can I mandate psychological counseling post inheritance?
The question of whether you can mandate psychological counseling as a condition of receiving an inheritance is complex, touching upon …
Can I reward intergenerational teaching or mentorship within the family?
The question of rewarding intergenerational teaching or mentorship within the family is increasingly relevant as wealth transfer accelerates and families …
Can a trust sponsor public art or performance as part of its mission?
Absolutely, a trust can sponsor public art or performance as part of its mission, provided the trust document allows for …
Can I implement a mandatory mentorship program for beneficiaries?
The question of implementing a mandatory mentorship program for beneficiaries of trusts and estates is a complex one, touching on …
Is a revocable trust public record?
The short answer is no, a revocable trust is generally not a public record, offering a level of privacy that …
Can a testamentary trust reward beneficiaries for remaining debt-free?
The concept of incentivizing debt-free living within a testamentary trust is increasingly popular, offering a unique way to guide beneficiaries …
Can I make regular contributions to a special needs trust?
Establishing a special needs trust is a crucial step for families seeking to provide long-term financial security for a loved …
Can my estate plan include mediation procedures for family disputes?
Absolutely, an estate plan can, and often should, incorporate procedures for mediation to address potential family disputes that may arise …