Can I establish a private fund for heirs’ future charitable interests?
The desire to instill philanthropic values in future generations is a powerful one, and increasingly, individuals are exploring methods to …
The desire to instill philanthropic values in future generations is a powerful one, and increasingly, individuals are exploring methods to …
Establishing a grievance resolution panel within a trust is an intriguing concept, largely uncharted territory within traditional estate planning, but …
The question of whether a bypass trust can seamlessly transition into a private foundation upon its termination is complex, yet …
Navigating estate planning is complex enough within a single jurisdiction, but when assets or heirs span international borders, the challenge …
Estate planning is often perceived as solely for those with substantial wealth, but it’s fundamentally about ensuring your wishes are …
The question of whether one can actively shape a beneficiary’s responsible citizenship through the structure of their estate plan is …
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one for estate planning attorneys …
The question of whether you can designate different investment advisors for each asset class within a trust is a common …
The concept of integrating gamified financial learning experiences as preconditions within trust structures, particularly those established by a trust attorney …
The question of delaying distributions from a trust is incredibly common, particularly as estate planning becomes more sophisticated. Many clients, …