Can I rotate trustees from multiple regions for diverse oversight?
The question of rotating trustees, particularly when drawing from multiple regions, is a common one for individuals and families engaging …
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Can I Reward Heirs Who Participate in Restorative Family History Efforts?
Estate planning traditionally focuses on the equitable distribution of assets, but increasingly, clients are exploring ways to incentivize behaviors that …
Can I revoke a testamentary trust by writing a new will?
The question of whether you can revoke a testamentary trust by simply writing a new will is a common one, …
Can I restrict use of funds for private jets or luxury expenses?
The question of restricting the use of trust funds for extravagant purchases like private jets or luxury items is a …
Can I restrict trust spending by category or vendor?
The question of restricting trust spending is a very common one for beneficiaries and trustees alike, particularly when dealing with …
Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of whether you can restrict the use of a charitable remainder to a specific department within a charity …
Can I restrict resale of inherited real estate to non-family members?
The question of restricting the resale of inherited real estate to non-family members is a common concern for estate planning …
Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to follow a mission-aligned investment policy is increasingly prevalent as grantmakers and …
Can I require trustee rotation every five years?
The idea of rotating trustees every five years is increasingly discussed in estate planning, particularly amongst those crafting trusts in …
Can I require trustee approval for private equity investments?
Trusts, by their very nature, are vehicles for managing assets according to the grantor’s wishes, as detailed in the trust …