Can a charitable remainder trust be used to delay income until retirement?
For individuals nearing retirement, or those with substantial assets and a desire to support charitable causes, a charitable remainder trust …
Are there advantages to splitting an estate plan between spouses?
Many couples assume a single, unified estate plan is the simplest route, but strategically splitting estate planning documents between spouses …
Can I require that a family business remain within the family?
The question of preserving a family business for future generations is a deeply personal one, filled with emotional and legal …
Can I build in skip provisions for underperforming beneficiaries?
Navigating the complexities of estate planning often involves considering not just *who* receives an inheritance, but *how* and *under what …
Can I provide different inheritance shares to children from different marriages?
Navigating inheritance laws when blending families can be complex, but the short answer is yes, you can generally provide different …
Can a CRT participate in place-based philanthropy strategies?
Charitable Remainder Trusts (CRTs) are often viewed as tools for income and tax benefits, but their potential to actively engage …
Is a testamentary trust required to file its own tax return?
Yes, a testamentary trust, created within a will and becoming active upon the grantor’s death, generally *is* required to file …
Can I require that a family business remain within the family?
The question of whether you can legally *require* a family business to stay within the family is complex and hinges …
Can I build in skip provisions for underperforming beneficiaries?
Navigating estate planning can be complex, and a common concern for many clients, particularly those with multiple heirs, is whether …
Can I exclude individuals based on relationship status?
The question of whether you can exclude individuals from your estate plan based on their relationship status is a complex …