The question of incorporating a framework for future amendments through a trust protector is a crucial one in modern estate …
The intersection of charitable giving and blended family estate planning presents unique challenges and opportunities. Many individuals in second (or …
The coordination of a bypass trust, also known as a B trust or credit shelter trust, with other heirs’ trusts …
The question of whether you can condition trust benefits related to travel on the purchasing of carbon offsets is a …
The question of whether you can close a trust before passing away is a common one for clients of Steve …
The decision between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) is a crucial one in …
The short answer is yes, absolutely you can change your estate plan even after it’s been finalized. Life is dynamic, …
The question of whether you can assign investment oversight to a third party is a common one, particularly for individuals …
The question of integrating Environmental, Social, and Governance (ESG) considerations into trust administration is gaining significant traction, especially amongst those …
The question of whether you can assign different age thresholds for different heirs within a trust is a common one, …