Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is intriguing, and increasingly relevant in our digitally …
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Can I mandate mediation before family legal proceedings are initiated?
The question of whether one can mandate mediation before initiating family legal proceedings, particularly concerning trusts and estate planning, is …
Can I mandate environmental audits for trust-owned land?
As a trustee, the question of environmental responsibility for trust-owned land is increasingly pertinent. Traditionally, trusts focused on financial assets, …
Can I make trust distributions conditional on climate-related philanthropy?
The idea of incorporating philanthropic conditions, particularly those tied to environmental concerns like climate change, into trust distributions is gaining …
Can I make renewable energy adoption a trust funding condition?
The question of whether you can tie trust funding to the adoption of renewable energy practices is becoming increasingly common …
Can I make my trust portable across jurisdictions?
The question of whether a trust can be “portable” across jurisdictions – meaning, recognized and administered in a state different …
Can I make ecological restoration projects eligible for funding?
Ecological restoration projects, vital for rebuilding damaged ecosystems, increasingly rely on external funding to achieve their goals. Securing this funding, …
Can I limit spending to needs only, not wants?
The question of distinguishing between needs and wants is central to effective financial planning, and is something Ted Cook, a …
Can I limit investment in certain industries?
The question of whether you can limit investment in certain industries within a trust is a common one for Ted …
Can I limit eligibility for distributions to those who pass a fiduciary exam?
The concept of tying trust distributions to the successful completion of a “fiduciary exam” is gaining traction as a method …