Can I assign weighted voting to beneficiaries based on age?
The question of whether you can assign weighted voting to beneficiaries based on age within a trust is a nuanced …
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Can I assign rotating trustees from each generation?
The concept of rotating trustees across generations – passing the responsibility from one generation to the next – is a …
Can I assign ranked voting rights to family board members?
The question of assigning ranked voting rights to family board members is complex, deeply intertwined with estate planning, trust administration, …
Can I assign oversight responsibility for the charity’s use of remainder funds?
The question of assigning oversight responsibility for a charity’s use of remainder funds, often stemming from a Charitable Remainder Trust …
Can I assign investment oversight to a third party?
The question of whether you can assign investment oversight to a third party, particularly within the context of a trust, …
Can I assign fiduciary succession protocols?
The question of whether you can assign fiduciary succession protocols is crucial for anyone establishing or maintaining a trust, particularly …
Can I assign different trustees to different asset classes?
The question of whether you can assign different trustees to different asset classes within a trust is a common one …
Can I allow a third party to veto certain trust distributions?
The question of granting a third party veto power over trust distributions is a common one, particularly among individuals with …
Can I allocate part of the trust to purchase shared digital tools for descendants?
The question of whether a trust can be used to purchase shared digital tools for descendants is increasingly relevant in …
Can I allocate funds for career coaching for beneficiaries?
The question of whether you can allocate funds for career coaching for beneficiaries within a trust is a surprisingly common …