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 …
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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 …
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance can, or should, be linked to child-rearing practices or family engagement is a complex one, …
Can I limit trustee liability through indemnity clauses?
Serving as a trustee is a significant responsibility, often carrying personal financial risk. While a trustee has a fiduciary duty …
Can I limit trust disbursement during economic booms?
The question of whether you can limit trust disbursements during periods of economic prosperity is a surprisingly common one for …
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Here’s an example … you own a home that you rent out. However, the trustee can refuse this position if …