Can a bypass trust be designed to promote gender parity among heirs?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
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Can I assign different distribution rules to each trust beneficiary?
The question of whether you can assign different distribution rules to each trust beneficiary is a common one for those …
Can I assign an ombudsman role for beneficiary concerns?
Estate planning, while focused on the distribution of assets after one’s passing, doesn’t always account for the interpersonal dynamics amongst …
Can I assign a rotating trust advisory panel for input on complex decisions?
The concept of a rotating trust advisory panel is gaining traction as estate planning becomes increasingly complex, particularly with significant …
Can I assign a financial mentor for young beneficiaries?
The question of whether you can assign a financial mentor for young beneficiaries within a trust is a common one …
Can I assign a chief legacy officer to the trust?
The concept of a “chief legacy officer” within the context of a trust is gaining traction, reflecting a desire for …
Can I appoint different trustees for different testamentary trusts?
The question of whether you can appoint different trustees for different testamentary trusts is a common one in estate planning, …
Can I appoint an AI monitor to flag unusual transaction patterns?
The question of utilizing Artificial Intelligence (AI) to monitor for unusual transaction patterns within a trust, particularly as overseen by …
Can I add blockchain-based asset tracking requirements?
The question of incorporating blockchain-based asset tracking into trust administration is rapidly gaining traction, particularly for clients holding digital assets …
Can I add a provision for the trust to support a family-run foundation?
The question of incorporating support for a family-run foundation within a trust is a common one, particularly among high-net-worth individuals …