Can a bypass trust pay for major home repairs for a beneficiary?
The question of whether a bypass trust can cover major home repairs for a beneficiary is complex, hinging heavily on …
Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, deeply intertwined with the legal …
Can I create a trust specifically for a future wedding?
Yes, you absolutely can create a trust specifically earmarked for future wedding expenses, and it’s becoming an increasingly popular estate …
Can the trust mandate recurring beneficiary satisfaction surveys?
The concept of a trust mandating recurring beneficiary satisfaction surveys is an innovative, though complex, area within estate planning, and …
Can a trust hold rental property?
Yes, a trust can absolutely hold rental property, and in many estate planning scenarios, it’s a highly advantageous strategy; it …
Can I stipulate that heirs must undergo mental health evaluations before accessing funds?
The question of whether you can stipulate mental health evaluations for heirs before they receive funds from a trust is …
Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, often arising from a desire …
Can I create a trust specifically for a future wedding?
Establishing a trust to fund a future wedding is an increasingly popular, and remarkably practical, approach to financial planning for …
How do you account for inflation in long-term testamentary trust planning?
Planning for the future with a testamentary trust requires careful consideration of numerous factors, but one of the most insidious …
Can I use my estate plan to support diversity, equity, and inclusion causes?
Absolutely, your estate plan can be a powerful tool to champion diversity, equity, and inclusion (DEI) causes that are important …