Can I assign different age thresholds for different heirs?
The question of whether you can assign different age thresholds for different heirs within an estate plan is a common …
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Can a bypass trust include financial literacy requirements before disbursement?
The question of whether a bypass trust can include financial literacy requirements before disbursement is increasingly relevant in estate planning, …
Can I require drug testing before distributions are made?
The question of whether you can require drug testing before distributions are made from a trust is a complex one, …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating funding for emergency evacuation plans within a trust is increasingly relevant, especially given the rise in …
Can a testamentary trust handle ongoing payments such as annuities?
Yes, a testamentary trust can absolutely handle ongoing payments such as annuities, but it requires careful planning and consideration of …
Can a bypass trust include ESG (Environmental, Social, Governance) criteria?
Absolutely, a bypass trust can absolutely incorporate Environmental, Social, and Governance (ESG) criteria, reflecting a growing trend among estate planners …
Can I include arbitration clauses in my testamentary trust?
Testamentary trusts, established through a will, are powerful tools for managing assets after death, but the question of incorporating arbitration …
Can the trust require third-party conflict resolution between beneficiaries?
Absolutely, a trust can, and often *should*, require third-party conflict resolution between beneficiaries; this proactive approach can save substantial time, …
Can I create a joint will with my spouse?
Joint wills, while seemingly straightforward, are a complex area of estate planning that require careful consideration, and in many cases, …
How do I handle estate planning for second marriages?
The aroma of roasted garlic and rosemary wafted through the air as Anna stirred the simmering sauce. Her husband, Mark, …