Can I name a succession of guardians for my children?
The question of who will care for your children if something unforeseen happens is paramount for any parent. While deeply …
Can I name a guardian for my children in my will?
The question of guardianship for children is paramount for many parents when considering estate planning. While a will *can* nominate …
Can I name a co-executor along with a primary executor?
The question of whether you can name a co-executor alongside a primary executor is a common one for those beginning …
Can I mix per stirpes and per capita rules in one trust?
Estate planning, particularly concerning the distribution of assets within a trust, often presents intricate considerations. The concepts of “per stirpes” …
Can I mandate that a trustee rotation happen every five years?
The idea of regularly rotating trustees, such as every five years, is gaining traction as a means of bolstering trust …
Can I mandate professional investment of estate proceeds?
The question of mandating professional investment of estate proceeds after someone’s passing is a surprisingly common one, particularly for those …
Can I mandate ESG compliance in trust-held portfolios?
The increasing prominence of Environmental, Social, and Governance (ESG) factors in investment decisions has led many trust beneficiaries and grantors …
Can I make a trust part of my business continuity plan?
Business continuity planning is crucial for any enterprise, large or small, aiming to weather unforeseen storms—be it natural disasters, economic …
Can I link trust distributions to ethical behavior standards?
The question of whether trust distributions can be legitimately linked to ethical behavior standards is increasingly pertinent in estate planning …
Can I link funding to beneficiaries’ children’s performance or behavior?
The question of whether you can link trust funding to beneficiaries’ children’s performance or behavior is a surprisingly common one …