Can I mandate virtual check-ins for geographically dispersed heirs?
The question of mandating virtual check-ins for geographically dispersed heirs within a trust is becoming increasingly common as families spread …
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Can I mandate tenant rights protection if trust property is rented out?
As a trustee managing property held within a trust, the question of tenant rights and mandated protections is a crucial …
Can I mandate multi-signature approval for capital distributions?
The question of mandating multi-signature approval for capital distributions from a trust is a frequently asked one, particularly by those …
Can I mandate equalization clauses for lifetime gifts?
The question of whether you can mandate equalization clauses for lifetime gifts is a common one for estate planning attorneys …
Can I mandate a code of conduct for trust managers?
Establishing a clear code of conduct for trust managers is not merely advisable, but increasingly vital in safeguarding the interests …
Can I make special arrangements for a beneficiary’s medical condition?
Estate planning, while often focused on financial assets, must also thoughtfully address the unique needs of beneficiaries, especially those with …
Can I make my trust terminate after reaching a financial threshold?
The concept of a trust terminating upon reaching a specific financial threshold is increasingly popular, reflecting a desire for dynamic …
Can I limit trustee tenure through built-in expiration dates?
The question of limiting a trustee’s tenure is a surprisingly common one for individuals establishing trusts, and Ted Cook, a …
Can I limit trust distributions during economic recessions?
The question of whether you can limit trust distributions during economic recessions is a common one for trust creators, and …
Can I limit the trust’s duration to a specific number of years?
The question of whether a trust can be limited to a specific duration is a common one for those considering …