Can I require algorithmic audits for investment automation in the trust?
The increasing sophistication of investment strategies, coupled with the rise of robo-advisors and algorithmic trading, has led many trustees to …
Can I use a testamentary trust to ensure fair treatment of all heirs?
Testamentary trusts, created within a will, offer a powerful mechanism for ensuring equitable distribution of assets and fair treatment of …
Can a charitable remainder trust be used to benefit a disabled child?
A charitable remainder trust (CRT) can indeed be a valuable tool in estate planning, and specifically, can be structured to …
Can a trust include data-sharing policies with medical providers?
The question of whether a trust can include data-sharing policies with medical providers is increasingly relevant in our digital age, …
Can I donate a classic car to a CRT and still use it occasionally?
Donating a classic car to a Charitable Remainder Trust (CRT) is a fascinating estate planning strategy, but the question of …
Can I create a rule that penalizes trust misuse with reduced access?
The question of whether one can create a rule penalizing trust misuse with reduced access is complex, deeply rooted in …
Can I authorize blended family planning tools in the estate?
The complexities of blended families—those formed through remarriage or the coming together of children from previous relationships—present unique challenges for …
Can I set mandatory reevaluation checkpoints every five years?
The question of incorporating mandatory reevaluation checkpoints into an estate plan, specifically every five years, is a pragmatic one gaining …
Can I require investment in local community development projects?
The question of tying estate planning to investment in local community development projects is complex, blending philanthropic desires with legal …
Can the CRT allow for income reallocation to meet family care needs?
Community Property Trusts (CRTs), established under California law, offer a degree of flexibility that can indeed be utilized to address …