Can I revoke a testamentary trust by updating my will?
The question of whether you can revoke a testamentary trust by simply updating your will is a common one for …
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Can I restrict trust-owned properties from being used for short-term rentals?
The question of whether you can restrict trust-owned properties from being used for short-term rentals is increasingly common, particularly in …
Can I restrict trust purchases to avoid unethical supply chains?
The question of aligning one’s financial resources with ethical considerations is increasingly relevant, and it absolutely extends to the way …
Can I restrict the trust from making certain types of investments?
The question of restricting a trust’s investment options is a common one for those creating estate plans, and the answer …
Can I restrict press or public exposure of heirs tied to the estate?
The question of shielding heirs from unwanted press or public scrutiny following an estate settlement is a significant concern for …
Can I restrict inherited business stakes to active participants only?
The question of restricting inherited business stakes to active participants is a common concern for business owners, especially those building …
Can I restrict geographic usage of real estate assets within the trust?
The question of restricting geographic usage of real estate assets held within a trust is a common one for clients …
Can I require transparency clauses for future beneficiaries?
The question of requiring transparency from future beneficiaries of a trust is a common one for Ted Cook, a trust …
Can I require the trustee to report to a board of advisors?
The question of whether you can require a trustee to report to a board of advisors is a common one …
Can I require the trustee to invest only in low-risk portfolios?
The question of dictating investment strategy to a trustee, particularly limiting it to low-risk portfolios, is a common one for …