Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can fund a beneficiary’s sabbatical or study leave is complex, hinging on the …
Can I limit trustee tenure through built-in expiration dates?
The question of limiting a trustee’s tenure through built-in expiration dates within a trust document is a common one for …
What is the difference between a testamentary trust and a living will?
The terms “testamentary trust” and “living will” are often used interchangeably, causing confusion, yet they represent fundamentally different components of …
Can a testamentary trust be used as part of an asset protection strategy?
Testamentary trusts, established within a will and coming into effect upon death, present a nuanced approach to asset protection, differing …
Can a CRT use offshore investments legally?
Complex trusts, such as Charitable Remainder Trusts (CRTs), present unique challenges when considering investments, particularly those located offshore. While legally …
Can I limit disbursements during times of political unrest or instability?
The question of controlling asset distribution amidst global or domestic upheaval is a pressing concern for many individuals with estate …
Should I record my trust with the county?
Recording a trust with the county recorder’s office is a common question for individuals establishing estate plans, and while not …
Can the CRT include a grant review committee appointed by the donor?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust be structured to create annual competitions or awards for heirs?
Absolutely, a trust can be meticulously structured to establish annual competitions or awards for its beneficiaries, incentivizing personal growth, achievement, …
Can a special needs trust fund participation in disability advocacy?
The question of whether a special needs trust (SNT) can participate in disability advocacy is complex, but generally, the trust …