Can I implement AI tools to monitor estate performance?
The integration of Artificial Intelligence (AI) into estate planning and administration is rapidly evolving, offering potentially significant benefits for monitoring …
Can I give trustees flexibility to delay distributions during recessions?
The question of granting trustees discretion to adjust distributions during economic downturns is a frequently asked one, especially in the …
Can I Give My Executor Broad Discretion?
Estate planning is a deeply personal process, focused on ensuring your wishes are carried out after your passing. A central …
Can I get a deduction if my CRT is funded with appreciated collectibles?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a trust, receive income …
Can I fund multi-language education through a testamentary trust?
The desire to provide for future generations is a powerful motivator for estate planning, and increasingly, clients are expressing a …
Can I fund estate-financed sabbaticals for career transitions?
The concept of funding a sabbatical, or a period of intentional pause for career reinvention, through estate planning is gaining …
Can I fund climate-related retrofitting for estate property?
Estate planning often focuses on financial assets and property distribution, but increasingly, it encompasses forward-thinking strategies that align with personal …
Can I establish progressive distribution schedules based on social impact?
The idea of linking trust distributions to measurable social impact is gaining traction, reflecting a growing desire among affluent individuals …
Can I establish conditions for reinvesting distributions?
The question of establishing conditions for reinvesting trust distributions is a common one for individuals working with a trust attorney …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced undertaking, requiring careful consideration …