Can I require passive income goals for continued benefits?
The question of whether you can require passive income goals for continued benefits within an estate plan, specifically within the …
Can I assign someone to monitor the long-term intent of my trust?
The question of overseeing a trust’s adherence to its original intent is crucial for anyone establishing an estate plan. While …
Can I assign real estate maintenance responsibilities to heirs?
The question of assigning real estate maintenance responsibilities to heirs is a common one for estate planning attorneys like Steve …
Can I assign oversight to a nonprofit advisor I trust?
The question of assigning oversight to a trusted nonprofit advisor, particularly when it comes to estate planning involving trusts, is …
Can I assign legal guardianship of estate values to successor generations?
The question of assigning legal guardianship of estate values to successor generations is a complex one, deeply rooted in estate …
Can I assign funds for heirs committed to nonprofit leadership?
The question of directing estate funds towards heirs dedicated to nonprofit leadership is a common one for those of us …
Can I assign environmental, social, and governance advisors to the trust?
The modern landscape of estate planning increasingly reflects a desire to align wealth with personal values, and this extends powerfully …
Can I assign decision-making powers to a family governance board?
The question of whether you can assign decision-making powers to a family governance board is complex, hinging on the legal …
Can I allow a beneficiary vote on successor trustee appointments?
The question of whether a beneficiary can vote on successor trustee appointments is a common one for Ted Cook, a …
Can I allocate funds to preserve cultural or family traditions?
The question of whether you can allocate funds within a trust to preserve cultural or family traditions is a common …