What Makes Someone the Right Fit for an Estate Planning Lawyer Near By?
The old, leather-bound journal sat heavy in Michael’s hands. It held his grandfather’s handwritten wishes – a roadmap to settling …
Can I restrict stock holdings to ESG-compliant companies?
The increasing demand for socially responsible investing has led many individuals to question whether they can tailor their investment portfolios …
Can I restrict political activity funded by the trust?
The question of restricting political activity funded by a trust is a surprisingly complex one, frequently arising in estate planning …
Can I restrict inheritance based on ESG violations by beneficiaries?
The question of whether you can restrict inheritance based on Environmental, Social, and Governance (ESG) violations by your beneficiaries is …
Can I restrict educational funding to non-profit institutions?
The question of whether an individual can restrict educational funding to non-profit institutions, specifically through estate planning tools like trusts, …
Can I restrict distributions based on the beneficiary’s marital status?
The question of whether you can restrict distributions from a trust based on a beneficiary’s marital status is a surprisingly …
Can I restrict annual payouts to a maximum percent of average trust value?
The question of limiting annual trust payouts to a percentage of the trust’s average value is a common one for …
Can I restrict access to the trust if the beneficiary declares bankruptcy?
The question of protecting trust assets from a beneficiary’s creditors, particularly in the event of bankruptcy, is a frequent concern …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to provide annual video reports detailing the “state of the trust” is gaining traction …
Can I require the trustee to hire a professional asset manager?
The question of whether you can require a trustee to hire a professional asset manager within a trust is a …