Are Testamentary Trusts Suitable for International Estate Plans?
Navigating estate planning is complex enough within a single country, but when assets and family members span international borders, the …
Can I appoint a digital guardian to manage my online presence?
The question of appointing a digital guardian to manage one’s online presence after incapacitation or death is becoming increasingly relevant …
Can a bypass trust restrict distributions based on a financial needs test?
The question of whether a bypass trust can restrict distributions based on a financial needs test is a nuanced one, …
Can I create subcommittees for technology, philanthropy, and governance?
Establishing subcommittees focused on technology, philanthropy, and governance within a trust or estate planning framework, particularly for larger estates or …
Can I require financial counseling before distributions are made?
Navigating the complexities of estate planning often extends beyond simply transferring assets; it can encompass ensuring beneficiaries are equipped to …
Can I authorize digital estate management companies in my documents?
The increasing digitization of our lives—from online banking and social media accounts to cryptocurrency wallets and cloud storage—presents unique challenges …
Can I include trigger provisions for major medical diagnoses?
The inclusion of trigger provisions linked to major medical diagnoses within estate planning documents, particularly trusts, is a complex but …
Can I require that trustees undergo annual fiduciary training?
The question of whether you can require trustees to undergo annual fiduciary training is a pertinent one for anyone establishing …
Can I use a bypass trust to separate community property in a marriage?
The question of separating community property in a marriage is a common one, and bypass trusts – also known as …
Can a bypass trust incorporate ESG ratings into investment screens?
The question of whether a bypass trust can incorporate Environmental, Social, and Governance (ESG) ratings into investment screens is becoming …