Can I fund a time capsule or archive project through the estate?
The prospect of funding a time capsule or archive project through one’s estate is increasingly popular, reflecting a desire to …
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I ensure children from all marriages are treated fairly in my plan?
Navigating blended families and estate planning requires careful consideration to ensure fairness and prevent future disputes. Many individuals entering second …
Can I enable heirs to form a trust-owned co-op for shared assets?
The concept of enabling heirs to form a trust-owned cooperative for shared assets is intriguing and, with careful planning, entirely …
Can I embed cultural heritage preservation tasks into inheritance structure?
The idea of embedding cultural heritage preservation tasks into an inheritance structure, while seemingly unconventional, is gaining traction as families …
Can I Donate Farmland to a CRT and Continue to Live On It?
The question of donating farmland to a Charitable Remainder Trust (CRT) while retaining life estate—the right to continue living on …
Can I disinherit someone with a testamentary trust?
The question of whether you can disinherit someone with a testamentary trust is a common one for Ted Cook, a …
Can I direct trust funding to family investment clubs?
The question of whether you can direct trust funding to family investment clubs is a complex one, steeped in trust …
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By preemptively addressing concerns and potential conflicts, these meetings can help reduce the likelihood of disagreements arising in the future. …