Can I include property-sharing agreements among heirs?
Estate planning often conjures images of wills and trusts, but a crucial, frequently overlooked aspect is addressing the equitable distribution …
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Can I include personal values or ethics in trust terms?
The question of incorporating personal values and ethics into a trust is becoming increasingly prevalent as individuals seek to ensure …
Can I include NFT royalties as part of a trust’s income stream?
The question of including Non-Fungible Token (NFT) royalties within a trust’s income stream is a relatively new, but increasingly relevant, …
Can I Include Media and Entertainment Spending Limits in a Special Needs Trust?
Navigating the complexities of a Special Needs Trust (SNT) requires meticulous planning, especially when considering seemingly minor details like limits …
Can I include investment guardrails in perpetuity to preserve core assets?
The question of preserving core assets through perpetually applied investment guardrails is central to thoughtful estate planning, and a topic …
Can I include instructions for managing personal letters or memoirs?
Estate planning often focuses on tangible assets like property, investments, and financial accounts, but it’s crucial to remember that intangible …
Can I include guidelines for investment in low-carbon industries?
The question of incorporating guidelines for investment in low-carbon industries within estate planning, particularly related to trusts, is becoming increasingly …
Can I include a structured review calendar in the trust terms?
The question of incorporating a structured review calendar within the terms of a trust is a common one for clients …
Can I include a non-disclosure agreement within a testamentary trust?
The question of incorporating a non-disclosure agreement (NDA) within a testamentary trust is a nuanced one, frequently arising in estate …
Can I include a guideline for cultural or heritage preservation grants?
The question of incorporating guidelines for cultural or heritage preservation grants within a comprehensive estate plan, guided by a Trust …