Can I require investment alignment with UN Sustainable Development Goals?
The question of aligning investments with the UN Sustainable Development Goals (SDGs) is gaining significant traction, particularly among those seeking …
Can a special needs trust pay for estate planning services for the beneficiary’s future?
Navigating the complexities of special needs trusts (SNTs) often brings questions about permissible expenses, and whether those expenses can extend …
Can I require the charity to use the remainder in a specific way?
Yes, you absolutely can, and often do, specify how a charitable remainder should be used within your estate plan, though …
Can a trust be required to align with universal design principles?
The question of whether a trust can be *required* to align with universal design principles is a fascinating intersection of …
Can the trust specify a maximum annual distribution cap?
Yes, a trust can absolutely specify a maximum annual distribution cap, and it’s a surprisingly common and prudent planning technique …
Can I include terms for supporting intergenerational housing solutions?
The increasing cost of living, coupled with an aging population and shifting family dynamics, is driving a renewed interest in …
How Can I Protect My Assets From Unforeseen Circumstances?
The phone slipped from Margaret’s trembling hand, clattering onto the hardwood floor. Her husband, Richard, had been diagnosed with a …
How Can I Protect My Assets from Creditors?
The phone buzzed incessantly, jolting Sarah awake. It was her bank, informing her of a lien placed on her accounts …
How do I access expert assistance for legacy planning nearby?
The antique clock chimed twice, jolting Miriam from her daydreams. Dust motes danced in the afternoon sunlight slanting through the …
What form do I fill out to initiate a correction with my estate planning attorney near me?
The flickering fluorescent light above seemed to pulse in sync with my rising anxiety. Papers spilled across the kitchen table, …