Can I require a trustee to consult with specific professionals annually?
The question of whether you can require a trustee to consult with specific professionals annually is a common one for …
Can I require a review panel for changes to trust leadership?
The question of establishing a review panel for alterations in trust leadership, specifically concerning trustees, is a common one for …
Can I require a family member to serve as co-trustee with a corporate fiduciary?
The question of whether you can *require* a family member to serve as co-trustee with a corporate fiduciary is complex, …
Can I remove the trustee from an irrevocable trust?
The question of removing a trustee from an irrevocable trust is a frequent one, and the answer, unfortunately, is rarely …
Can I receive the tax deduction before the income payments begin?
The question of when tax deductions related to Charitable Remainder Trusts (CRTs) become available is a common one for individuals …
Can I receive a lifetime annuity through a CRT?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I put intellectual property royalties into a trust?
Absolutely, intellectual property (IP) royalties can be effectively managed and protected within a trust. This is a common estate planning …
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is increasingly common, reflecting a …
Can I prohibit selling assets to non-family members?
The question of restricting asset sales within a trust to only family members is a common one for Ted Cook, …
Can I prohibit income-sharing arrangements with unrelated parties?
The question of prohibiting income-sharing arrangements with unrelated parties within a trust is a complex one, deeply rooted in the …