What is the most effective way to protect your family and assets through comprehensive estate planning?
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Can I limit what types of assets the trust can invest in?
Absolutely, you can and often should limit the types of assets a trust can invest in, tailoring it to your …
Is a living trust suitable for single individuals?
For single individuals, the question of whether a living trust is suitable often arises from a misunderstanding that these estate …
Can I mandate equalization clauses for lifetime gifts?
Equalization clauses in the context of lifetime gifts allow a settlor—the person making the gift—to treat gifts made during their …
What happens if a trust becomes insolvent?
Trust insolvency, while not a frequent occurrence, presents a complex legal situation that requires careful navigation. It arises when a …
Can the trust support development of family-focused mental health resources?
Establishing a trust isn’t solely about financial legacies; it’s a powerful tool for enacting deeply held values, and increasingly, families …
Can I include a clause requiring annual family meetings?
The question of incorporating a requirement for annual family meetings within a trust document is a surprisingly common one for …