Can the CRT be combined with a qualified personal residence trust strategy?
Combining a Charitable Remainder Trust (CRT) with a Qualified Personal Residence Trust (QPRT) is an advanced estate planning technique that …
Can I assign a rotating innovation council to guide estate strategy?
The concept of a rotating innovation council to oversee estate strategy, while unconventional, presents a fascinating approach to future-proofing wealth …
Can I assign a family ombudsperson for grievance resolution?
The concept of a family ombudsperson for grievance resolution, while not a traditional legal structure, is gaining traction as families …
Can I assign a chief education officer for the trust?
The question of appointing a “chief education officer” for a trust, while not a standard role, touches upon the crucial …
Can I appoint different people to manage my finances and my healthcare?
The question of whether you can appoint different people to manage your finances and healthcare is a common one for …
Can I appoint a trust protector for future changes?
The question of appointing a trust protector is becoming increasingly common in estate planning, and for good reason. Traditional trusts, …
Can I appoint a different trustee for digital and physical assets?
The question of whether you can appoint different trustees for digital and physical assets within a trust is increasingly common …
Can I allow trust disbursements to cover personal development courses?
The question of whether trust disbursements can cover personal development courses is a nuanced one, deeply rooted in the specifics …
Can estate planning help me manage collectibles or rare items?
Estate planning is often viewed through the lens of financial assets – stocks, bonds, real estate – but it extends …
Can estate planning ensure continuity for a vacation home?
The allure of a vacation home extends beyond personal enjoyment; it often represents generations of memories and a desire to …