Can I use a testamentary trust to preserve certain family traditions?
Testamentary trusts, created within a will, offer a powerful, yet often overlooked, mechanism not just for asset distribution, but also …
Testamentary trusts, created within a will, offer a powerful, yet often overlooked, mechanism not just for asset distribution, but also …
A testamentary trust, created within a will, offers a powerful mechanism for managing assets after death, but its effectiveness hinges …
The prospect of losing control of one’s financial and personal affairs is a deeply unsettling one, and for many, the …
The thoughtful preservation and transfer of art collections is a significant concern for collectors, and absolutely, a succession plan can—and …
The question of whether a testamentary trust can hold franchise licenses is a complex one, dependent on both the franchise …
The question of utilizing estate funds for unique legacies, like time capsules for descendants, is a fascinating one that often …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their structure and permissible uses are often subject to scrutiny, …
The potential for a conservatorship, a legal proceeding where a court appoints someone to manage another person’s financial affairs and/or …
Art collections, beyond their aesthetic value, represent significant financial and emotional investments, making a thoughtful succession plan crucial for their …
A testamentary trust, created through a will and taking effect after death, presents a unique set of considerations when it …