Can a CRT serve as a hedge against estate tax reform?
The question of whether a Charitable Remainder Trust (CRT) can serve as a hedge against estate tax reform is complex, …
Can the trust disallow purchases over a certain dollar amount without prior approval?
Absolutely, a trust can be structured to disallow purchases exceeding a predetermined dollar amount without prior approval from a trustee …
Can a special needs trust pay for prescription delivery services?
The question of whether a special needs trust (SNT) can cover prescription delivery services is a common one, and the …
Can the trustee hire professionals to manage trust assets?
Absolutely, a trustee not only *can* hire professionals to manage trust assets, but often has a fiduciary duty to do …
Can the trust pay for estate planning fees for future generations?
The question of whether a trust can cover estate planning costs for future generations is a common one, and the …
Who should have copies of my trust?
Determining who receives a copy of your trust is a crucial aspect of estate planning, balancing transparency with privacy and …
Can I restrict asset transfers between irrevocable trusts?
The question of restricting asset transfers between irrevocable trusts is complex, demanding a careful examination of the trust documents themselves, …
Can a special needs trust support remote work accommodations?
The question of whether a special needs trust (SNT) can support remote work accommodations is increasingly relevant in today’s evolving …
Can a bypass trust be funded through a disclaimer by the surviving spouse?
The question of whether a bypass trust can be funded through a disclaimer by the surviving spouse is a common …
What if I want to move assets out of the trust?
Navigating the process of removing assets from a trust can be complex, requiring careful consideration of the trust document itself, …