Can I include a “use it or lose it” clause in my trust?
The concept of a “use it or lose it” clause within a trust, while seemingly straightforward, is a nuanced area …
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Can I include a spendthrift clause in a testamentary trust?
The question of whether a spendthrift clause can be included in a testamentary trust is a common one for individuals …
Can I include a no-conflict-of-interest policy in the trust’s governance?
Establishing a trust is a significant step in estate planning, ensuring your assets are distributed according to your wishes. But …
Can I include a data usage allowance in trust disbursements?
The question of whether you can include a data usage allowance in trust disbursements is a surprisingly common one, particularly …
Can I include a clause to convert the trust if laws change?
Estate planning, particularly the creation of trusts, is not a static process; it’s a dynamic one requiring foresight and adaptability. …
Can I include a clause for transition coaching after school completion?
The question of incorporating a clause for transition coaching after the completion of estate planning, specifically relating to trusts, is …
Can I incentivize low-carbon travel behavior in trust disbursement?
The question of incorporating environmental considerations, specifically incentivizing low-carbon travel, into trust disbursements is increasingly relevant as beneficiaries and settlors …
Can I fund a CRT with a vacation home that will be sold after my death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I fund a charitable remainder trust with a business interest?
The question of whether you can fund a charitable remainder trust (CRT) with a business interest is a common one …
Can I fund a beneficiary’s immigration or citizenship expenses?
The question of whether a grantor of a trust can fund a beneficiary’s immigration or citizenship expenses is a surprisingly …