Can a bypass trust qualify for the marital deduction?
The question of whether a bypass trust—also known as a credit shelter trust or a family bypass trust—can qualify for …
Can I require certified financial planners to approve large disbursements?
The question of whether you can require certified financial planners (CFPs) to approve large disbursements from a trust is a …
Can I designate that excess income from the trust be reinvested?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can the trust limit access to certain classes of assets?
Yes, a trust can absolutely limit access to certain classes of assets, providing a powerful tool for estate planning and …
Can I assign a climate impact officer to oversee environmental compliance of the trust?
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction as …
Can I provide assistance for court or custody proceedings involving heirs?
Navigating court or custody proceedings involving heirs can be incredibly complex, extending far beyond simply updating a will or trust. …
Can a special needs trust support job fair attendance expenses?
The question of whether a special needs trust can cover job fair attendance expenses is a common one for beneficiaries …
Can the trust be used to transfer family heirlooms and collectibles?
Absolutely, a trust is an excellent vehicle for seamlessly transferring cherished family heirlooms and collectibles, ensuring they remain within the …
How long does it take to establish an irrevocable trust?
Establishing an irrevocable trust isn’t a quick, one-size-fits-all process; the timeframe can vary significantly depending on the complexity of your …
Can I set up triggers in the trust based on global or political events?
The question of incorporating triggers tied to global or political events into a trust is increasingly relevant in today’s volatile …