Can I Allow Temporary Housing Assistance from the Estate for Relocation?
Navigating the complexities of estate administration often presents unique challenges, and the question of providing temporary housing assistance for a …
Can I allow partial early vesting of trust interests for merit-based criteria?
The question of whether to allow partial early vesting of trust interests based on merit is a complex one, frequently …
Can I allow heirs to redirect part of their inheritance to charity?
The question of whether heirs can redirect part of their inheritance to charity is becoming increasingly common as philanthropic values …
Can I allow for flexible monthly spending based on inflation?
Estate planning often focuses on preserving assets for future generations, but a crucial, often overlooked, element is ensuring those assets …
Can I Allow Digital Voting for Trust-Related Decisions?
The question of whether to allow digital voting for trust-related decisions is becoming increasingly relevant as technology permeates all aspects …
Can I allow AI-based financial advisors to be consulted by the trustee?
The question of whether a trustee can consult AI-based financial advisors is rapidly evolving, mirroring the growth of artificial intelligence …
Can I allocate periodic review power to an outside advisory council?
The question of whether you can allocate periodic review power to an outside advisory council, particularly within the context of …
Can an Executor and Trustee be the Same Person?
The roles of executor and trustee, while both fiduciaries managing assets, are distinct and often held by different individuals. However, …
Can a trustee deny a distribution?
The question of whether a trustee can deny a distribution is a frequent one for Ted Cook, a Trust Attorney …
Can a trustee be required to consult with family advisors?
The question of whether a trustee can be *required* to consult with family advisors is complex, deeply rooted in the …