Can I allow trustee veto power over discretionary purchases?
The question of granting a trustee veto power over discretionary purchases within a trust is complex, blending legal considerations, practical …
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Can I allow the trustee to allocate earnings to a pooled family education fund?
The question of whether a trustee can allocate earnings to a pooled family education fund within a trust structure is …
Can I allow public reporting of trust impact or activity?
The question of whether you can allow public reporting of trust impact or activity is surprisingly complex, deeply intertwined with …
Can I allow my trustee to reinvest skipped distributions?
The question of whether a trustee can reinvest skipped distributions from a trust is a common one, particularly for those …
Can I allow foreign-exchange hedging in the trust’s investment strategy?
The question of incorporating foreign-exchange hedging within a trust’s investment strategy is a nuanced one, demanding careful consideration of the …
Can I allow flexibility in my trust for unforeseen future events?
Estate planning, particularly when utilizing trusts, is often perceived as a rigid, set-in-stone process. However, a crucial aspect of effective …
Can I allow beneficiaries to decline distributions without penalty?
Estate planning, at its core, is about providing for loved ones and ensuring your wishes are honored after your passing. …
Can distributions be limited to only U.S.-based institutions?
The question of whether trust distributions can be limited to only U.S.-based institutions is a surprisingly complex one, heavily influenced …
Can beneficiaries receive trust income before probate ends?
The question of whether beneficiaries can receive trust income before the probate process concludes is a common one, and the …
Can an irrevocable trust receive rental income?
The question of whether an irrevocable trust can receive rental income is a common one for individuals engaging in estate …