Can I name one guardian for finances and another for personal care?
The question of dividing guardianship responsibilities – naming one individual to manage the finances of an incapacitated person and another …
Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets within your estate plan is a …
Can I name an institution as a beneficiary or trustee?
The question of whether you can name an institution – a charity, a university, a hospital, or even a religious …
Can I name a trust company as a co-trustee?
The question of whether you can name a trust company as a co-trustee is a common one for individuals establishing …
Can I name a non-relative to manage my estate?
The question of whether you can name a non-relative to manage your estate is a common one, and the answer …
Can I name a corporate trustee?
The question of whether you can name a corporate trustee is a common one for those considering establishing a trust …
Can I name a backup beneficiary in a testamentary trust?
Testamentary trusts, established within a will, are powerful tools for managing and distributing assets after someone passes away. Many individuals …
Can I make my revocable trust effective only upon incapacity?
The question of whether a revocable trust can be designed to become effective only upon the grantor’s incapacity is a …
Can I make eco-certification a condition for using trust resources?
The question of incorporating environmental considerations, specifically eco-certification requirements, into the administration of a trust is increasingly relevant as beneficiaries …
Can I make charitable giving part of the trust’s mission?
The question of incorporating charitable giving into a trust’s mission is a remarkably common one, and the answer, thankfully, is …