Can estate planning protect against financial elder abuse?
Sadly, financial elder abuse is a growing concern, with estimates suggesting that 1 in 10 older Americans experience some form …
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Can I assign cultural stewardship roles to beneficiaries based on expertise?
The question of assigning cultural stewardship roles to beneficiaries within a trust—particularly one holding significant cultural assets—is increasingly relevant as …
Can I assign a voting mechanism to beneficiaries for major decisions?
The question of whether to assign a voting mechanism to beneficiaries for major decisions concerning a trust is a fascinating …
Can I assign a professional archivist to family records in the estate plan?
The question of incorporating a professional archivist into an estate plan, while not traditionally common, is increasingly relevant in our …
Can I assign a family historian to manage legacy communications?
The question of entrusting legacy communications—those messages and instructions intended for loved ones after one’s passing—to a family historian is …
Can I appoint someone to act as a family historian through the trust?
The idea of preserving family history is a deeply resonant one, and increasingly, individuals are considering how to incorporate this …
Can I appoint an ombudsman to monitor trust distributions?
The question of appointing an ombudsman to oversee trust distributions is increasingly relevant as trusts become more complex and family …
Can I appoint a guardian for an adult child with cognitive disabilities?
The question of guardianship for an adult child with cognitive disabilities is a deeply personal and legally complex one. Many …
Can I add a clause to disqualify a beneficiary based on criminal behavior?
The question of whether you can disqualify a beneficiary due to criminal behavior is a common one for Ted Cook, …
Can I account for inflation when planning bequests?
Planning bequests is a deeply personal act, a final expression of care and foresight. However, a static dollar amount determined …