Can I include confidentiality clauses for beneficiaries of the trust?
The question of whether you can include confidentiality clauses for beneficiaries of a trust is a common one for clients …
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Can I include clauses that direct support to heirs with medical conditions?
Estate planning is often perceived as simply detailing the distribution of assets after one’s passing, but it’s far more nuanced. …
Can I include career coaching as part of trust benefits?
The question of whether career coaching can be included as a benefit within a trust is increasingly relevant, particularly as …
Can I include backup beneficiaries?
Estate planning, particularly when it involves trusts, isn’t just about deciding *who* gets what, but about ensuring those assets get …
Can I include an incentive clause in my testamentary trust?
The question of whether you can include an incentive clauses within a testamentary trust is a common one for estate …
Can I include a sunset clause for the trust?
Estate planning, while focused on the future, often requires anticipating scenarios where initial intentions might need adjusting over time. A …
Can I include a non-disclosure agreement within a testamentary trust?
The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust—a trust created through a will and taking effect …
Can I fund a testamentary trust with life insurance?
The intersection of testamentary trusts and life insurance is a powerful estate planning tool, offering a means to provide for …
Can I fund a CRT with the proceeds from the sale of a vacation home?
The question of whether one can fund a Charitable Remainder Trust (CRT) with the proceeds from the sale of a …
Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a set period, …