What can I expect once I report a problem with my estate plan near me?
The musty scent of aged paper filled her nostrils as Eleanor sifted through her late father’s files. A wave of …
Can I restrict remote work-related expenses from being covered?
The question of whether an employer can restrict coverage of remote work-related expenses is multifaceted and heavily dependent on state …
Can I restrict investment in fossil fuels through the trust?
The question of socially responsible investing, and specifically restricting investment in fossil fuels within a trust, is becoming increasingly common …
Can I restrict how a CRT’s remainder is used geographically or demographically?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict distributions if a beneficiary is under legal investigation?
The question of whether you can restrict distributions to a beneficiary of a trust who is under legal investigation is …
Can I restrict asset liquidation in a trust?
The question of whether you can restrict asset liquidation within a trust is a common one for individuals seeking to …
Can I restrict access to trust assets until the beneficiary has a job?
The question of whether you can restrict access to trust assets until a beneficiary has a job is a common …
Can I restrict access to assets based on employment status?
The question of whether one can restrict access to assets based on employment status is a common one for those …
Can I require the trustee to consider beneficiaries’ financial need?
The question of whether you can require a trustee to consider a beneficiary’s financial need within a trust document is …
Can I require the trust to avoid investing in alcohol or tobacco companies?
The question of socially responsible investing within a trust is becoming increasingly common, and the answer, thankfully, is generally yes. …