Can I mandate professional management for inherited wealth?
The question of whether you can mandate professional management for inherited wealth is a common one, particularly for those concerned …
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Can I mandate estate plan reviews every decade by a legal professional?
The concept of mandating estate plan reviews, while demonstrating prudent foresight, isn’t quite as straightforward as simply stating it in …
Can I mandate annual philanthropic service by beneficiaries?
The question of whether you can mandate annual philanthropic service by beneficiaries within a trust is a fascinating and increasingly …
Can I make the trust act as a private family bank?
The concept of utilizing a trust as a private family bank, while intriguing, is becoming increasingly popular amongst those looking …
Can I make provisions for cryptocurrency in my estate plan?
The increasing prevalence of cryptocurrency as a valuable asset necessitates its inclusion in comprehensive estate planning. For many, digital assets …
Can I make income from the trust variable based on inflation?
The question of whether income from a trust can be adjusted for inflation is a common one for beneficiaries and …
Can I make distributions based on age brackets?
The question of whether you can structure trust distributions based on age brackets is a common one for those considering …
Can I limit investment to government securities in a testamentary trust?
The question of whether you can limit investment to government securities within a testamentary trust is a common one for …
Can I limit funding for political activity via a testamentary trust?
The question of restricting the use of trust funds for political contributions or activities is a complex one, heavily influenced …
Can I limit distribution frequency to biennial or longer intervals?
The question of limiting distribution frequency in a trust, specifically to biennial or longer intervals, is a common one for …