Can I support estate-based incubators for ethical startups?
The idea of utilizing estate funds to nurture ethical startups is gaining traction, fueled by a desire to align wealth …
Can I assign family members specific roles in charitable efforts funded by my estate?
The desire to continue philanthropic endeavors after one’s passing is admirable, and increasingly common, with a reported 38% of high-net-worth …
Can I require startup proposals before unlocking business-related inheritance?
The question of conditioning an inheritance, especially one tied to a business, on the submission and approval of startup proposals …
Can a trust automatically adjust for inflation in distributions?
The ability of a trust to automatically adjust for inflation in distributions is a common concern for those planning for …
Can I require heirs to meet with family historians before inheriting?
The desire to preserve family history and values is a powerful one, and many clients ask if it’s possible to …
Can I allocate funds to preserve cultural or family traditions?
Yes, absolutely, you can and often should allocate funds within your estate plan to specifically preserve cultural or family traditions—it’s …
Can a trust operate a business?
Yes, a trust can absolutely operate a business, though it requires careful planning and adherence to legal and tax regulations. …
Can I restrict access to trust advisors based on confidentiality compliance?
Navigating the complexities of trust administration requires a delicate balance between utilizing expert advice and safeguarding sensitive information. The question …
Can I set future property use rules for heirs not yet born?
The question of whether you can dictate how future generations use inherited property is a common one for estate planning …
Can I impose environmental stewardship duties on property held in trust?
The question of whether environmental stewardship duties can be imposed on property held in trust is increasingly relevant as concerns …