Can I set a CRT to automatically renew charitable terms every generation?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I restrict trust investments to U.S.-based companies?
The question of whether you can restrict trust investments to U.S.-based companies is a common one for individuals establishing trusts, …
Can I restrict the trust from investing in high-risk emerging markets?
The question of controlling investment choices within a trust is a common one, and thankfully, the answer is generally yes, …
Can I restrict political donation funding from trust disbursements?
The question of whether you can restrict political donation funding from trust disbursements is a common one for Ted Cook, …
Can I restrict how trust funds are spent?
The question of whether you can restrict how trust funds are spent is a cornerstone of estate planning, and a …
Can I restrict foreign travel funding during pandemics or emergencies?
The question of restricting foreign travel funding during pandemics or emergencies is complex, intersecting legal considerations, trust document provisions, and …
Can I restrict disbursements to businesses that meet accessibility standards?
The question of restricting disbursements—funds from a trust, for example—to businesses that adhere to accessibility standards is becoming increasingly relevant, …
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