Can I designate that excess income from the trust be reinvested?
The question of reinvesting excess income from a trust is a common one for individuals establishing estate plans, particularly those …
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Can I designate separate beneficiaries for different properties?
The question of whether you can designate separate beneficiaries for different properties within your estate plan is a common one, …
Can I designate different trustees for each asset class (e.g., real estate vs. securities)?
The question of whether you can designate different trustees for different asset classes within a trust is a common one …
Can I designate a third-party to monitor special needs distributions?
The question of whether you can designate a third-party to monitor special needs distributions is a common one for parents …
Can I designate a family member to serve as the CRT’s philanthropic advisor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I designate a backup charitable beneficiary in case of institutional closure?
Planning for the future often involves charitable giving through estate planning tools like trusts. Many individuals wish to leave a …
Can I delay income payments until a pre-defined retirement year?
The question of deferring income payments until a specific retirement year is a common one, especially for individuals with substantial …
Can I create an estate plan if I have significant debt?
The question of whether one can – or should – create an estate plan while carrying significant debt is a …
Can I create a trust that includes provisions for a former spouse?
The question of whether you can include provisions for a former spouse in a trust is a common one, particularly …
Can I create a trust if I have debts?
The question of whether you can create a trust while carrying debt is a common one for Ted Cook, a …