Can I require a background check before large distributions are made?
As a trustee, the responsibility of managing and distributing trust assets comes with a significant degree of fiduciary duty. This …
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Can I reduce delays in asset distribution with better estate planning?
The question of minimizing delays in asset distribution after someone passes away is a paramount concern for many individuals and …
Can I receive a tax deduction in more than one year from a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I prohibit trustee investment in AI or emerging tech sectors?
The question of restricting a trustee’s investment choices, specifically concerning rapidly evolving fields like Artificial Intelligence (AI) and other emerging …
Can I prohibit smoking or substance use as a condition of benefits?
The question of whether a grantor can prohibit smoking or substance use as a condition of receiving benefits from a …
Can I prohibit investment in certain industries through trust terms?
The ability to prohibit investment in specific industries through trust terms is a frequently asked question for individuals working with …
Can I prohibit distributions if the beneficiary files for bankruptcy?
The question of whether you can prohibit distributions to a beneficiary who files for bankruptcy is a complex one, deeply …
Can I prohibit beneficiaries from selling inherited property?
The question of whether you can prohibit beneficiaries from selling inherited property is a common one for individuals engaging in …
Can I prevent trust assets from being divided in a divorce?
The question of whether trust assets can be shielded from division in a divorce is a frequent concern for individuals …
Potential Attorneys Estate Planning by 92590.
Last Will and Testament: A will outlines how your assets should be distributed after your death, but it can also …