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 …
Can I limit beneficiaries’ access to sensitive estate documents?
The question of controlling access to estate documents after your passing is a surprisingly common one for clients of Ted …
Can I limit access to principal until multiple trustees agree on a request?
The question of controlling access to trust principal, particularly requiring unanimous or majority consent from multiple trustees, is a common …
Can I Leave Unequal Distributions in My Trust?
The question of whether you can leave unequal distributions in your trust is a common one for Ted Cook, a …
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A good move is to be sure the custodians of your financial accounts are familiar with the successor trustees. This …
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To Ensure Privacy: Privacy is also a primary goal for estate planning, especially among aging couples. I am in dire …
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Both of these documents serve important roles in a person’s estate plan. I am in dire need of a fantastic …