Can a bypass trust include a clause to limit exposure to currency risk?
A bypass trust, also known as a marital trust or A-B trust (though less common now due to portability), is …
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Can I assign reputation audits as a prerequisite for trust roles?
The question of whether to assign reputation audits as a prerequisite for trust roles is a multifaceted one, particularly within …
Can I assign performance benchmarks for trust-owned businesses?
The question of assigning performance benchmarks to businesses owned by trusts is a crucial one for anyone involved in estate …
Can I assign liquidation triggers based on geopolitical events?
The question of whether one can assign liquidation triggers based on geopolitical events is becoming increasingly relevant in today’s interconnected …
Can I assign generational financial literacy benchmarks to the trust?
The concept of embedding financial literacy benchmarks within a trust is gaining traction as estate planning evolves beyond simply asset …
Can I assign estate performance bonuses to family advisors?
The question of whether to assign performance bonuses to family advisors within the context of estate planning is complex, touching …
Can I assign different age thresholds for different heirs?
The question of whether you can assign different age thresholds for different heirs within a trust is a common one …
Can I assign access schedules for luxury estate assets?
The question of assigning access schedules for luxury estate assets, within the framework of estate planning, is a surprisingly common …
Can I add privacy provisions restricting public knowledge of my estate?
The question of maintaining privacy surrounding one’s estate plan is becoming increasingly common, especially in an age of readily available …
Can I add clauses requiring trustees to prioritize debt repayment first?
The question of whether you can add clauses requiring trustees to prioritize debt repayment first within a trust document is …