Can I name multiple beneficiaries to a single asset?
The short answer is absolutely, yes, you can name multiple beneficiaries to a single asset, but the specifics of how …
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Can I name an institutional backup trustee?
The question of whether you can name an institutional backup trustee is a crucial one in estate planning, particularly when …
Can I name a trust company as both trustee and remainder beneficiary?
The question of whether you can name a trust company as both trustee and remainder beneficiary is a common one …
Can I name a professional fiduciary as trustee of a bypass trust?
The question of whether you can name a professional fiduciary as trustee of a bypass trust—also known as a credit …
Can I name a corporate trustee to manage complex assets?
The question of whether you can name a corporate trustee to manage complex assets is a frequent one for those …
Can I name a backup charitable beneficiary in my estate plan?
The question of designating backup or contingent charitable beneficiaries within an estate plan is a common one, particularly for individuals …
Can I mandate the use of fiduciary advisors in trust management?
The question of whether you can mandate the use of fiduciary advisors in trust management is a common one for …
Can I make attendance at annual family meetings a requirement for distribution?
The question of whether to tie trust distributions to attendance at annual family meetings is a common one for Ted …
Can I make a trust that activates only if the beneficiary becomes disabled?
Absolutely, you can establish a trust that activates only upon the beneficiary experiencing a disability, often referred to as a …
Can I link trust funds to the performance of family investments?
The question of linking trust funds to the performance of family investments is a common one for Ted Cook, a …