What lawyer can advise me on charitable giving?
The frantic call came in late on Friday afternoon. My elderly neighbor, Mrs. Peterson, was beside herself. “My grandson is …
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Can I give a portion of my estate to a non-profit cooperative?
The question of whether you can include a non-profit cooperative in your estate plan is a common one, and the …
Can I fund open-source legacy projects with estate funds?
The idea of ensuring a beloved open-source project continues to thrive even after one’s passing is increasingly popular, and yes, …
Can I fund heir reunions or family heritage tours through a trust?
The question of whether you can fund heir reunions or family heritage tours through a trust is a surprisingly common …
Can I fund collaborative estate-related ventures among cousins or distant heirs?
The question of funding collaborative estate-related ventures among cousins or distant heirs is increasingly common as families become more dispersed …
Can I fund a testamentary trust with life insurance?
The question of whether you can fund a testamentary trust with life insurance is a common one for estate planning …
Can I fund a CRT with royalties or licensing income?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets, receive an income stream for …
Can I fund a charitable remainder trust with a business interest?
The question of whether you can fund a charitable remainder trust (CRT) with a business interest is a common one, …
Can I enforce confidentiality on family financial history?
The question of enforcing confidentiality regarding family financial history is a surprisingly complex one, often fraught with emotional and legal …
Can I embed regenerative agriculture initiatives into land management clauses?
The question of embedding regenerative agriculture initiatives into land management clauses within trusts is becoming increasingly prevalent as beneficiaries and …