Can I create separate trusts for each of my children?
The question of whether you can create separate trusts for each of your children is a common one for estate …
Can I create rotating trustee roles with shared fiduciary duties?
The concept of rotating trustee roles, where multiple individuals share fiduciary duties and periodically switch positions, is increasingly discussed within …
Can I create multiple trusts for different goals?
The question of whether you can establish multiple trusts to achieve distinct objectives is a common one, and the answer …
Can I create licensing terms for use of family-owned trademarks?
The question of licensing family-owned trademarks is a common one, particularly as family businesses grow or branches out into new …
Can I create conditions related to co-parenting or custody arrangements?
Estate planning is often viewed through the lens of financial assets and their distribution after one’s passing, but it extends …
Can I create an innovation fund within the trust for experimental projects?
The concept of establishing an “innovation fund” within a trust, specifically for funding experimental projects, is becoming increasingly popular, particularly …
Can I create a trust that requires investment in ESG funds?
The question of whether you can create a trust that mandates investment in Environmental, Social, and Governance (ESG) funds is …
Can I cap trustee compensation to a set percentage of trust income?
The question of capping trustee compensation, specifically to a percentage of trust income, is a surprisingly common one for Ted …
Can I cap legal fees paid from trust assets?
The question of capping legal fees paid from trust assets is a common one for beneficiaries and trustees alike, particularly …
Can I Build Succession Planning Triggers into the Trust?
Succession planning, the process of preparing for the transfer of leadership or ownership, is often associated with businesses, but it’s …