Can I fund a CRT through installment contributions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I include education savings accounts for grandchildren through the bypass trust?
The question of incorporating education savings accounts, such as 529 plans, within a bypass trust—also known as a credit shelter …
Can the trustee be sued?
Yes, a trustee can absolutely be sued, and it’s a critical consideration when someone agrees to take on this fiduciary …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries towards financial responsibility after receiving an inheritance is a common and incredibly prudent one …
Can my estate plan fund a family intellectual property catalog?
The question of whether an estate plan can fund a family intellectual property (IP) catalog is increasingly relevant in today’s …
Can a trust pay for tech used to track treatment adherence?
The question of whether a trust can pay for technology used to track treatment adherence is becoming increasingly common as …
Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one for estate planning attorneys …
Can the trustee be sued?
Yes, a trustee can absolutely be sued, and it’s a serious consideration for anyone taking on that role, or for …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries with inherited wealth is increasingly common, and assigning a financial mentor can be a …
Can the trust prohibit high-risk investment categories?
Absolutely, a trust can, and often should, prohibit high-risk investment categories, providing a crucial layer of protection for beneficiaries and …