Can I prohibit the trust from investing in certain industries?
The ability to restrict a trust’s investments in specific industries is a common request from settlors – the individuals creating …
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Can I plan for succession of a rental property business?
Succession planning for a rental property business, like any business, is crucial for ensuring its continued operation and financial well-being …
Can I plan for multiple successors for various family roles and trusts?
The question of succession planning within trusts, particularly when involving family dynamics and multiple roles, is incredibly common for Ted …
Can I plan for business succession in my estate plan?
The intersection of estate planning and business succession is a critical, yet often overlooked, aspect of comprehensive financial preparation. Many …
Can I place intellectual property rights into a testamentary trust?
The question of whether you can place intellectual property (IP) rights – patents, copyrights, trademarks, trade secrets – into a …
Can I place a CRT under the jurisdiction of an alternative dispute resolution body?
The question of whether a Community Revocable Trust (CRT), established under California law, can be subject to the jurisdiction of …
Can I outline specific purposes for trust fund disbursements?
The ability to outline specific purposes for trust fund disbursements is a cornerstone of effective estate planning, and a frequent …
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