Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and activated after someone passes away, certainly raise questions about ongoing administrative duties, and …
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Can I require an heir to take estate administration training?
The question of mandating estate administration training for an heir tasked with managing an estate is complex, varying by jurisdiction …
Can I structure a trust to fund end-of-life care for a relative?
Absolutely, structuring a trust to fund end-of-life care for a relative is not only possible, but a frequently employed and …
Can I build-in legacy planning workshops for every new generation?
The concept of building in legacy planning workshops for each new generation is not only feasible, but increasingly vital in …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an increasingly popular request …
How do I prove incapacity to activate a successor trustee?
Determining and proving incapacity to activate a successor trustee is a crucial, yet often sensitive, process in estate planning. It’s …
Can a charitable remainder trust hold rental income property?
Yes, a charitable remainder trust (CRT) can indeed hold rental income property, offering a unique strategy for both income generation …
Can I allow pooled charitable donations to be made from multiple family bypass trusts?
The question of whether pooled charitable donations can be made from multiple family bypass trusts is a complex one, hinging …
Can I embed cultural heritage preservation tasks into inheritance structure?
The question of weaving cultural heritage preservation into the fabric of an inheritance structure is increasingly relevant as families seek …
Can the CRT hold agricultural land in trust for stewardship before sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their application to agricultural land, particularly with a stewardship component …