How do I de-escalate a situation involving a trust attorney?
The mahogany desk gleamed under the harsh fluorescent lights, reflecting the tension in the room like a warped mirror. My …
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Can I create a framework in the trust for future amendments by a trust protector?
The question of incorporating a framework for future amendments through a trust protector is a crucial one in modern estate …
Can I create a charitable remainder trust using a blended family plan?
The intersection of charitable giving and blended family estate planning presents unique challenges and opportunities. Many individuals in second (or …
Can I coordinate my bypass trust with other heirs’ trusts for long-term strategy?
The coordination of a bypass trust, also known as a B trust or credit shelter trust, with other heirs’ trusts …
Can I condition travel-related trust benefits on carbon-offset purchasing?
The question of whether you can condition trust benefits related to travel on the purchasing of carbon offsets is a …
Can I close a trust before I die?
The question of whether you can close a trust before passing away is a common one for clients of Steve …
Can I choose between a CRAT and CRUT based on income needs?
The decision between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) is a crucial one in …
Can I change my estate plan after it’s been finalized?
The short answer is yes, absolutely you can change your estate plan even after it’s been finalized. Life is dynamic, …
Can I assign investment oversight to a third party?
The question of whether you can assign investment oversight to a third party is a common one, particularly for individuals …
Can I assign environmental, social, and governance advisors to the trust?
The question of integrating Environmental, Social, and Governance (ESG) considerations into trust administration is gaining significant traction, especially amongst those …