Can I mandate psychological counseling post inheritance?
The question of whether you can mandate psychological counseling as a condition of receiving an inheritance is complex, navigating the …
Can I mandate financial literacy programs for the beneficiary?
The question of whether you can mandate financial literacy programs for a trust beneficiary is a surprisingly common one, especially …
Can I mandate annual skills assessments for beneficiaries?
The question of mandating annual skills assessments for beneficiaries, particularly those receiving distributions from a trust, is a complex one …
Can I make the trust expire at a certain age or event?
The question of whether a trust can expire at a certain age or upon the occurrence of a specific event …
Can I make provisions for cryptocurrency custody in a testamentary trust?
The question of incorporating cryptocurrency custody into a testamentary trust – a trust created through a will – is increasingly …
Can I make legacy projects part of the inheritance process?
The concept of “legacy projects” – those meaningful endeavors, businesses, or passions you’ve built – becoming part of your estate …
Can I make distributions conditional on estate-wide goals being met?
The question of whether you can condition distributions from a trust on the achievement of estate-wide goals is a complex …
Can I limit my executor’s powers?
The question of whether you can limit your executor’s powers is a critical one for anyone crafting an estate plan. …
Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common one for estate planning, and particularly relevant when …
Can I limit distributions if estate law changes reduce tax exposure?
The question of whether you can limit distributions from a trust to take advantage of favorable changes in estate tax …