What are the most common mistakes in drafting a testamentary trust?
Testamentary trusts, created within a will, are powerful tools for managing assets after death, offering continued protection and guidance for …
Can I avoid double taxation on inherited property?
Inherited property, while offering a financial bridge to loved ones, can present a perplexing tax situation, leading many to wonder …
Can a trust borrow money?
Yes, a trust can borrow money, but it’s considerably more complex than an individual taking out a loan, and involves …
Can a charitable remainder trust provide income to someone other than me?
The question of whether a charitable remainder trust (CRT) can benefit someone other than the grantor is a common one, …
Can a charitable remainder trust be used to delay income until retirement?
The question of whether a charitable remainder trust (CRT) can be utilized to delay income until retirement is a common …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a bypass trust support my grandchildren’s education expenses?
The question of whether a bypass trust can support your grandchildren’s education expenses is a common one for estate planning …
Can a bypass trust support access to legal services for estate planning?
The question of whether a bypass trust – also known as a credit shelter trust – can directly fund access …
Can a bypass trust set terms for international education stipends?
The question of whether a bypass trust can set terms for international education stipends is a complex one, deeply rooted …
Can a bypass trust require diversity in professional advisors selected by trustees?
The question of whether a bypass trust can *require* diversity in the professional advisors selected by trustees is a complex …