The question of whether you can assign different distribution rules to each trust beneficiary is a common one for those …
Estate planning, while focused on the distribution of assets after one’s passing, doesn’t always account for the interpersonal dynamics amongst …
The concept of a rotating trust advisory panel is gaining traction as estate planning becomes increasingly complex, particularly with significant …
The question of whether you can assign a financial mentor for young beneficiaries within a trust is a common one …
The concept of a “chief legacy officer” within the context of a trust is gaining traction, reflecting a desire for …
The question of whether you can appoint different trustees for different testamentary trusts is a common one in estate planning, …
The question of utilizing Artificial Intelligence (AI) to monitor for unusual transaction patterns within a trust, particularly as overseen by …
The question of incorporating blockchain-based asset tracking into trust administration is rapidly gaining traction, particularly for clients holding digital assets …
The question of incorporating support for a family-run foundation within a trust is a common one, particularly among high-net-worth individuals …
The question of layering a charitable lead trust (CLT) after a charitable remainder trust (CRT) concludes is a common one, …