Where should I go when I need legal advice on guardianship?
The frantic phone call came in just as I was leaving for lunch. My sister, her voice trembling with fear, …
Can I coordinate my estate plan with my insurance policies?
Estate planning is often viewed as solely involving wills and trusts, but a truly comprehensive plan extends to coordinating all …
Can I control how and when my children receive assets from a bypass trust?
The question of control over asset distribution within a bypass trust, often utilized as part of a comprehensive estate plan, …
Can I combine bypass trust terms with a generation-skipping trust structure?
The intersection of bypass trusts and generation-skipping trusts (GSTs) represents a sophisticated estate planning technique, offering potential benefits for wealth …
Can I choose how and when assets are distributed to heirs?
The ability to dictate precisely how and when your assets are distributed to your heirs is a cornerstone of effective …
Can I change my estate plan if I move to another country?
Relocating to a new country is a significant life change, and it invariably necessitates a review of your estate plan. …
Can I cap spending per category using trust distributions?
The question of whether you can cap spending per category using trust distributions is a common one for clients of …
Can I build-in legacy planning workshops for every new generation?
The concept of building-in legacy planning workshops for each new generation is exceptionally forward-thinking and increasingly relevant in today’s dynamic …
Can I assign default successors to trustee roles based on impact evaluations?
The question of assigning default successors to trustee roles based on impact evaluations is a multifaceted one, particularly within the …
Can I assign an ombudsman role for beneficiary concerns?
The idea of appointing an ombudsman for beneficiary concerns within a trust is gaining traction, particularly as trusts become more …