Can the trust cover initial setup of independent budgeting tools?
The question of whether a trust can cover the initial setup of independent budgeting tools is a nuanced one, deeply …
Can I specify different trustees for income vs. principal management?
The question of whether you can specify different trustees for income versus principal management within a trust is a common …
Can the trust fund continuing education for retirees?
The question of whether a trust fund can cover continuing education for retirees is a common one, and the answer …
Can I establish a quarterly review process for discretionary distributions?
Establishing a quarterly review process for discretionary distributions within a trust is not only possible but often a best practice …
How are beneficiaries designated in an irrevocable trust?
Designating beneficiaries in an irrevocable trust is a crucial step in estate planning, fundamentally dictating who will ultimately receive assets …
Can the CRT support land conservation via remainder transfer?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that can indeed support land conservation through remainder transfers, offering a …
What is a charitable remainder trust?
A Charitable Remainder Trust (CRT) is an irrevocable trust that allows individuals to donate assets to charity while retaining an …
Can a bypass trust delay distributions until grandchildren reach adulthood?
The question of delaying distributions to grandchildren until they reach adulthood is a common one for estate planning attorneys like …
Can I establish a quarterly review process for discretionary distributions?
Establishing a quarterly review process for discretionary distributions is not only possible but also a prudent practice for any trustee …
How are beneficiaries designated in an irrevocable trust?
Designating beneficiaries within an irrevocable trust is a critical step, establishing who will ultimately receive the trust assets, but it’s …