Where do I submit documentation related to my trust plan?
The old, yellowed envelope sat on the kitchen table, its contents a mystery wrapped in faded script. My grandmother’s hand, …
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Can I set dynamic access to trust funds based on national inflation rates?
The concept of dynamically adjusting trust fund distributions to reflect national inflation rates is gaining traction as a valuable estate …
Can I set carbon offset requirements for trust-owned assets?
The question of incorporating environmental considerations, specifically carbon offset requirements, into the management of trust-owned assets is increasingly relevant as …
Can I set aside funds for annual family reunions?
The desire to create lasting family memories is universal, and annual reunions are a beautiful way to achieve that. However, …
Can I set a minimum age for trust fund usage on elective surgery?
The question of whether you can set a minimum age for trust fund usage, specifically concerning elective surgeries, is a …
Can I Serve as Trustee of My Own Charitable Remainder Trust?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool allowing individuals to donate assets, receive income during …
Can I schedule remainder transfers in tranches after the trust term ends?
The question of scheduling remainder transfers in tranches after a trust term ends is a common one for beneficiaries and …
Can I schedule annual beneficiary audits?
Estate planning, while often focused on the distribution of assets after one’s passing, requires ongoing attention to ensure those distributions …
Can I restrict how an inheritance is used?
The question of whether you can restrict how an inheritance is used is a common one for individuals planning their …
Can I restrict distributions to essential expenses only?
The question of restricting trust distributions to essential expenses is a common one for Ted Cook, a Trust Attorney in …