Are there any lifetime gifting strategies that complement a marital trust?
A marital trust, a cornerstone of estate planning for many couples, allows assets to pass to a surviving spouse tax-deferred, …
Can a special needs trust help cover costs of disability-specific insurance riders?
Navigating the financial landscape for individuals with special needs requires careful planning, and a crucial component often involves securing appropriate …
Can the bypass trust avoid generation-skipping transfer tax?
The question of whether a bypass trust can avoid generation-skipping transfer (GST) tax is a complex one, deeply rooted in …
What is trust decanting?
Trust decanting is a powerful estate planning technique that allows you to modify an existing irrevocable trust by transferring its …
Can a testamentary trust limit asset diversification beyond a fixed threshold?
A testamentary trust, created within a will and coming into effect upon death, can indeed limit asset diversification, though doing …
Can the trust support employment interview coaching?
The question of whether a trust can support employment interview coaching is multifaceted, hinging on the trust’s specific language, the …
Can a CRT cover expenses related to dissolving a private foundation?
Charitable Remainder Trusts (CRTs) can, under certain circumstances, cover expenses related to dissolving a private foundation, but it’s a complex …
Can a special needs trust pay for identity theft protection services?
The question of whether a special needs trust (SNT) can pay for identity theft protection services is a critical one …
Can I delay distributions from the bypass trust until a specific age?
The question of delaying distributions from a bypass trust, also known as a credit shelter trust or an A-B trust, …
Can I fund a sabbatical or retreat through a trust?
Absolutely, a trust can be a remarkably flexible tool to finance a sabbatical or retreat, allowing you to enjoy extended …