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 …