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 …
Where should I log this problem with my estate planning lawyer near by
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. She stared at the screen, a wave of nausea …
Who can help align my estate plan with my financial advisor’s strategy?
The old mahogany desk creaked under the weight of decades, its surface marred by coffee rings and faint ink stains …
How do I avoid hiring the wrong estate planning lawyer near me?
A chill ran down my spine as I sat across from the lawyer, her words echoing in my ears: “You’ve …
Who can I rely on for quality estate planning lawyer near by?
The flickering fluorescent lights buzzed overhead, casting long shadows across Martha’s worried face. She clutched a crumpled letter in her …
Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is indeed possible to structure a trust to require a portion of all distributions to go to a …
Can a CRT receive proceeds from a qualified opportunity zone investment?
Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration to ensure compliance …