The question of whether you can define specific milestones as triggers for distributions from a trust is a central one …
Absolutely, defining allowable levels of investment risk tolerance within a trust is not only possible but highly recommended. As a …
The concept of creating sub-trusts, often referred to as “split” or “dynasty” trusts, within a testamentary trust is a sophisticated …
If you plan to leave the family home or vacation home with your now adult children, you’ll want to include …
It’s not just a component of end-of-life, but a plan to achieve your biggest and long-term goals. What is the …
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