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 …
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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 …
Can I add accountability milestones for the trustee in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I serve as trustee of my spouse’s bypass trust?
The question of whether you can serve as trustee of your spouse’s bypass trust, also known as a credit shelter …
Can a special needs trust offer co-living stipends for shared accessibility services?
The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …
Can estate planning be used to avoid guardianship proceedings?
Estate planning, while often associated with wills and wealth distribution, plays a surprisingly significant role in proactively avoiding the often …
Can I make quarterly disbursements conditional on market performance?
The question of whether you can structure quarterly disbursements from a trust, or estate, contingent upon market performance is a …
How do I split assets fairly in a blended family?
The worn leather of the armchair creaked under Margaret’s weight as she stared out at the sprawling vineyards, her brow …