How do I move forward after a contested will near me?
The phone slipped from Margaret’s hand, clattering onto the hardwood floor. Her brother’s voice echoed in her mind – “I …
Can I create a trust for non-relatives?
The question of whether you can establish a trust benefiting individuals who aren’t family members is a common one for …
Can I create a testamentary trust that benefits a charity?
Absolutely, you can create a testamentary trust that benefits a charity, and it’s a powerful way to leave a lasting …
Can I create a succession plan for a family-run nonprofit?
The question of succession planning is critical for any organization, but it takes on added complexity when dealing with a …
Can I create a scoring model for discretionary distributions?
The question of whether you can create a scoring model for discretionary distributions within a trust is a common one, …
Can I create a plan to fund innovation or invention development?
The journey of transforming an innovative idea into a tangible invention often hits a significant roadblock: funding. Many brilliant concepts …
Can I create a healthcare directive without a lawyer?
The question of whether you can create a healthcare directive—also known as an advance healthcare directive or living will—without an …
Can I create a co-trustee model with rotating leadership?
The idea of a co-trustee model, particularly one with rotating leadership, is becoming increasingly popular for those seeking a more …
Can I authorize retroactive changes based on legal precedent shifts?
The question of whether one can authorize retroactive changes to a trust based on shifts in legal precedent is complex …
Can I authorize annual trust performance evaluations?
The question of authorizing annual trust performance evaluations is a crucial one for anyone involved in trust administration, whether as …