Can I require beneficiaries to meet conditions before receiving assets?
Yes, absolutely, it is quite common, and often advisable, to place conditions on inheritances, ensuring assets are used as intended …
Can I require data transparency from trust-managed businesses?
The question of data transparency from businesses operating under trust structures is becoming increasingly relevant, particularly as consumers demand greater …
Can I allow a third party to veto certain trust distributions?
The question of whether you can allow a third party to veto certain trust distributions is a common one for …
Can I use a bypass trust to fund political or civic education programs?
A bypass trust, also known as a generation-skipping trust (GST), is a powerful estate planning tool designed to transfer assets …
Can I tie principal disbursements to demonstrated savings behavior?
The question of whether principal disbursements can be legitimately tied to demonstrated savings behavior is a nuanced one, particularly within …
Can I create a restorative funding pool for socially impactful projects?
Establishing a restorative funding pool—a dedicated financial resource for socially impactful projects—is indeed possible, and increasingly popular, but requires careful …
Can a bypass trust provide support for a beneficiary with substance abuse issues?
The question of whether a bypass trust can effectively support a beneficiary struggling with substance abuse is a complex one, …
Can a CRT include a dispute escalation ladder from mediation to arbitration?
Certainly, a Community Property Trust (CRT) can, and often *should*, include a dispute escalation ladder progressing from mediation to arbitration, …
Can I require beneficiaries to meet conditions before receiving assets?
Yes, you absolutely can require beneficiaries to meet specific conditions before they receive assets from your trust or estate plan, …
Where should I not look for an estate planning attorney near me
My grandfather always said, “Don’t put all your eggs in one basket.” He was a simple man, but his words …