Can a CRT receive proceeds from a qualified opportunity zone investment?
The intersection of Charitable Remainder Trusts (CRTs) and Qualified Opportunity Zone (QOZ) investments presents a complex, yet potentially beneficial, strategy …
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Can a special needs trust subsidize backup power supplies for medical devices?
Navigating the complexities of special needs trusts and ensuring consistent medical care requires careful planning, especially when dealing with life-sustaining …
Can I require annual reviews of trustee performance?
As a trustee, or as the beneficiary of a trust, understanding how to oversee trustee performance is crucial for ensuring …
Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to “vote” on charitable distributions from an estate is a fascinating and increasingly popular concept, …
How do I know if a special needs trust is the right option?
Navigating the complexities of providing for a loved one with special needs requires careful consideration, and a special needs trust, …
Can a special needs trust subsidize backup power supplies for medical devices?
Navigating the complexities of special needs trusts and ensuring uninterrupted medical care for a loved one requires careful planning and …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice, especially in today’s volatile …
Can I require ethical certification from investment managers?
The question of whether you can, and should, require ethical certification from investment managers is increasingly relevant in today’s financial …
Can I include successor income recipients in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
What are my legal rights when facing a will dispute?
The air in the room felt thick with tension as I sat across from my estranged siblings, all of us …