Sustainable Distributions

Sustainable Distributions

Sustainable Distributions:  How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals.  Broadly speaking, these inter-related goals address global issues such as poverty, inequality, climate change, environmental degradation, peace, and justice.  This is a model for other human endeavors including trusts or charitable organizations intended to last a long…

Read More

Jurisdictional Diversification

Jurisdictional Diversification

Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not.  If you have family members or property or business interests in more than one place, you are dealing with more than one jurisdiction.  Most of the time, such jurisdictional diversification happens by accident.  We just go where we go…

Read More

Cryonic Trust Blunders

Cryonic Trust Blunders

We want to live forever and take our money with us.  What could possibly go wrong? With all the focus on whether or not the technology will work, we too often fail to consider whether or not the financial side of the equation will work.  When we aren’t even looking at the issue, we are…

Read More

Rule Against Perpetuities

Rule Against Perpetuities

The Rule The Rule Against Perpetuities is an archaic rule adopted by the U.S. as part of the Common Law heritage from its colonial predecessors.  In most applications, it limits the length of time in which a person may control property.  The time limit is generally based on the lives of people living during the…

Read More