What is a payback provision?
A payback provision, sometimes referred to as a “right of rescission” or a “step-up” provision, is a clause within an …
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Can a testamentary trust reward military service with bonus distributions?
Testamentary trusts, created within a will, offer a flexible avenue for distributing assets after one’s passing, and increasingly, clients are …
Can I require succession planning training for beneficiaries?
Succession planning isn’t just for businesses; it’s increasingly relevant for families with substantial wealth and complex estates, and yes, you …
What is a testamentary trust?
A testamentary trust is a trust created within a will, taking effect only upon the death of the testator—the person …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for Ted Cook …
Can I establish a legacy website with estate planning funds?
The idea of preserving a digital legacy – a website dedicated to one’s life, work, or values – is gaining …
What can I do on my own to fix my outdated legal documents?
The flickering fluorescent lights hummed overhead, casting a sickly pallor over the stacks of paper cluttering my kitchen table. A …
How do I respond to unexpected estate conflicts near by?
The phone buzzed incessantly, its shrill ring cutting through the peaceful afternoon. It was Mrs. Henderson, her voice quivering with …
Who do I hire when time is critical for trust-related decisions?
The phone buzzed insistently, shattering the silence of the hospital room. It was her brother, voice trembling with urgency, “Dad’s …
How do I move past a problem with an estate planning lawyer near by
The flickering fluorescent lights hummed overhead, casting harsh shadows across my cluttered desk. Papers overflowed from the overflowing file folders, …