Can I restrict funding of politically affiliated organizations?
The question of whether you can restrict funding to politically affiliated organizations within your estate plan is complex, touching upon …
admin
Can I restrict distributions during bankruptcy or lawsuits?
The question of whether you can restrict distributions from a trust during bankruptcy or lawsuits is a critical one for …
Can I restrict any future consolidation with other trusts?
The question of restricting future consolidation of trusts is a critical consideration for many individuals establishing estate plans. Consolidation, often …
Can I restrict access to trust advisors based on confidentiality compliance?
The question of restricting access to trust advisors while maintaining confidentiality compliance is paramount in estate planning, especially considering the …
Can I reserve assets for emerging technology ventures?
The landscape of emerging technology is rapidly evolving, presenting both exhilarating opportunities and considerable financial risks. Many individuals with foresight …
Can I require trustees to recertify investment ethics annually?
The question of whether you can require trustees to recertify their understanding of investment ethics annually is a complex one, …
Can I require trustee term limits in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I require the charity to provide program-specific updates to my heirs?
Planning for the future often extends beyond our lifetimes, and many individuals wish to ensure their philanthropic intentions continue as …
Can I require that the trust fund health tracking devices for dependents?
The question of incorporating health tracking device requirements into a trust fund for dependents is increasingly relevant in today’s health-conscious …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, and it’s a remarkably astute question for anyone establishing a trust, especially a revocable living trust through a San …