Can a CRT provide for early remainder release if donor health fails?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I direct that my estate support specific political or advocacy causes?
Yes, you absolutely can direct that your estate support specific political or advocacy causes, but it’s a surprisingly complex area …
Can a bypass trust be structured as a dynasty trust?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be structured as …
Can a trustee be sued by a beneficiary?
Yes, a trustee can absolutely be sued by a beneficiary, and these suits are, unfortunately, becoming increasingly common as the …
Can I limit distributions to net-zero lifestyle adopters?
The question of whether you can limit distributions from a trust to beneficiaries who adhere to a “net-zero lifestyle” is …
Can the trust be used to retain expert witnesses in legal matters involving the beneficiary?
The question of whether a trust can be utilized to retain expert witnesses in legal matters involving a beneficiary is …
Can a CRT be used to offset income spikes from selling rental property?
Capital gains taxes from the sale of rental property can create a significant tax burden, particularly if the property has …
Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is an increasingly relevant consideration in estate planning, …
Can I incorporate flexible trust provisions for future tax law changes?
The ever-shifting landscape of tax law presents a significant challenge for estate planning, and incorporating flexible provisions into trusts is …
Can I use the trust to subsidize long-term family housing plans?
The question of utilizing trust assets to support long-term family housing is a common one, and the answer, as with …