Can a trust adjust for changing tax brackets of the beneficiary?
Absolutely, a well-drafted trust can be designed to adjust distributions to a beneficiary based on changes in their tax bracket, …
What happens when a testamentary trust ends?
A testamentary trust, created within a will, is a powerful tool for managing assets after someone passes away, but like …
What is a testamentary trust?
A testamentary trust is a trust created within a will, coming into effect only *after* the death of the will’s …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for those establishing …
Can I establish a legacy website with estate planning funds?
The idea of preserving one’s story, values, or even a business through a digital legacy—a website accessible after one’s passing—is …
What’s a dynasty trust?
A dynasty trust is an intentionally defective grantor trust designed to last for multiple generations, potentially stretching out for centuries, …
Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is gaining traction as investors increasingly seek to …
Can I create a delay mechanism in times of financial scandal?
The question of proactively delaying asset distribution during a potential financial scandal is complex and, while seemingly intuitive, requires careful …
Can a testamentary trust be used to pass down intellectual property?
Yes, a testamentary trust can absolutely be used to pass down intellectual property (IP), offering a sophisticated method for managing …
How long do records of a testamentary trust need to be maintained?
Testamentary trusts, established through a will, require diligent record-keeping, but determining the exact duration for maintaining those records can be …