Can I include a clause allowing the trustee to withhold distributions?
The question of whether a trust document can—and should—include a clause allowing the trustee to withhold distributions is a critical …
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Can I impose environmental stewardship duties on property held in trust?
The question of whether one can impose environmental stewardship duties on property held in trust is increasingly relevant as awareness …
Can I exclude stepchildren from my estate?
The question of whether you can exclude stepchildren from your estate plan is a common one for blended families considering …
Can I exclude heirs who refuse arbitration agreements?
The question of excluding heirs who refuse to sign arbitration agreements within a trust is a complex one, deeply rooted …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust, often called an A/B trust or credit shelter …
Can I establish peer review committees for oversight?
The question of establishing peer review committees for trust administration oversight is a sophisticated one, frequently encountered by individuals and …
Can I establish an estate-managed education grant?
The concept of establishing an estate-managed education grant is increasingly popular, driven by a desire to ensure future generations have …
Can I establish a private fund for heirs’ future charitable interests?
The desire to instill philanthropic values in future generations is a powerful one, and increasingly, high-net-worth individuals are exploring ways …
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