Can the CRT be designed to generate grant reports after disbursement?
The Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its reporting capabilities *after* disbursement require careful consideration …
The Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its reporting capabilities *after* disbursement require careful consideration …
The idea of embedding social credit or behavior tracking clauses within a bypass trust is a deeply complex and increasingly …
The idea of proactively rotating trustees every five years is intriguing, and while not a standard practice, it’s certainly something …
Absolutely, a trust can purchase software for communication assistance, provided it aligns with the trust’s purpose and benefits the beneficiary, …
Testamentary trusts, established through a will and taking effect after death, offer a flexible mechanism for providing long-term support, and …
The question of whether a Grantor can require beneficiaries to obtain skill certifications before receiving distributions from a trust is …
As a trustee, navigating the balance between responsible oversight and respecting beneficiary privacy can be a delicate act. The question …
The question of whether you can *require* a beneficiary to complete a family history project as a condition of receiving …
The question of whether you can require proof of volunteer service to unlock certain distributions from a trust is a …
The question of whether you can – and should – require professional asset managers for your bypass trust is a …