Can a bypass trust be drafted to comply with foreign reporting regulations?
The question of whether a bypass trust—a powerful estate planning tool designed to minimize estate taxes while providing for a …
Can I limit the trustee’s discretion in the trust document?
Establishing a trust is a powerful tool for managing and distributing assets, but it inherently involves granting a trustee considerable …
Can I prohibit real estate flips using trust-purchased properties?
The question of restricting “flipping” – the quick resale of properties for profit – when real estate is held within …
Can I tie usage of estate properties to community enrichment efforts?
The question of leveraging estate properties for community benefit is gaining traction as individuals increasingly seek ways to leave a …
Can a testamentary trust be terminated early?
A testamentary trust, established within a will and coming into effect upon death, is designed to manage assets for beneficiaries …
How often should a special needs trust be reviewed?
Establishing a special needs trust is a crucial step in securing the future for a loved one with disabilities, but …
What flexibility does a trust protector have?
A trust protector is a relatively modern addition to the world of estate planning, offering a crucial layer of adaptability …
Can I reward nonprofit employment with increased distribution rates?
The question of whether to reward nonprofit employment with increased distribution rates from a trust or estate plan is a …
Can I structure tiered inheritance in a testamentary trust?
Absolutely, structuring tiered inheritance within a testamentary trust is not only possible but a remarkably effective way to ensure responsible …
Can a trust pay for private case management services?
The question of whether a trust can pay for private case management services is a common one, particularly as individuals …