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Can I serve as trustee of my spouse’s bypass trust?

June 3, 2025 by admin

The question of whether you can serve as trustee of your spouse’s bypass trust, also known as a credit shelter …

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Can a special needs trust offer co-living stipends for shared accessibility services?

June 3, 2025 by admin

The question of whether a special needs trust can offer co-living stipends for shared accessibility services is becoming increasingly relevant …

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Can estate planning be used to avoid guardianship proceedings?

June 3, 2025 by admin

Estate planning, while often associated with wills and wealth distribution, plays a surprisingly significant role in proactively avoiding the often …

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Can I make quarterly disbursements conditional on market performance?

June 3, 2025 by admin

The question of whether you can structure quarterly disbursements from a trust, or estate, contingent upon market performance is a …

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Can a bypass trust operate under the laws of a different state for tax purposes?

June 3, 2025 by admin

The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can operate …

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Can I create a trust for a specific goal, like education or travel?

May 9, 2025 by admin

The question of whether you can create a trust for a specific goal, such as funding education or facilitating travel, …

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Can I create a testamentary trust that benefits a charity?

May 9, 2025 by admin

The question of whether one can establish a testamentary trust to benefit a charity is a common one for estate …

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Can I create a special needs trust online?

May 9, 2025 by admin

The question of whether you can create a special needs trust online is increasingly common, especially with the proliferation of …

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Can I create a restorative funding pool for socially impactful projects?

May 9, 2025 by admin

The concept of a restorative funding pool – a dedicated financial resource designed to support projects with positive social impact …

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Can I create a lifetime gifting plan to fund a special needs trust?

May 9, 2025 by admin

The question of whether one can create a lifetime gifting plan to fund a special needs trust is a common …

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  • Can a special needs trust help cover costs of disability-specific insurance riders?
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