What happens if I forget to include something in the trust?
Forgetting to include an asset in your trust is a surprisingly common oversight, and while it doesn’t invalidate the entire …
Can I appoint a historian to document trust impact for family archives?
The idea of appointing a historian to document the impact of a trust for family archives is both insightful and …
How do I assign royalties to a trust?
Assigning royalties to a trust is a crucial step in estate planning, particularly for individuals with ongoing income streams from …
Can the trust distribute capital gains in lieu of income?
This is a common question for beneficiaries of trusts, and the answer is nuanced, hinging on the specific trust document, …
How much does it cost to create a testamentary trust?
Creating a testamentary trust, a trust established within a will, is a crucial step in estate planning, ensuring your assets …
Can I appoint an independent investment advisor for the trust?
Absolutely, appointing an independent investment advisor for your trust is not only permissible but often a highly recommended practice, especially …
Can I require trustees to hold regular strategy meetings?
Establishing a cadence of regular strategy meetings for trustees is not only permissible, but often a cornerstone of prudent trust …
What is a per stirpes distribution in a trust?
A per stirpes distribution, originating from French meaning “by branch,” is a method of distributing trust assets when a beneficiary …
Can a CRT help balance philanthropic and family inheritance goals?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool designed to achieve a delicate balance between supporting charitable …
Where should I direct a request about trust corrections?
The dusty box sat on the shelf, forgotten for years. Inside lay yellowed documents, legal jargon swirling like an untamed …