A Charitable Remainder Trust (CRT) is a powerful estate planning tool that can accomplish multiple goals simultaneously, including transferring wealth ...

The question of incorporating a trust protector into a bypass trust structure is becoming increasingly common, offering a layer of ...

The conversion of a trust from a first-party (also known as self-settled) to a third-party trust is a complex undertaking ...

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for ...

The question of whether a special needs trust (SNT) can invest in real estate development or Real Estate Investment Trusts ...

Yes, you absolutely can, and often should, include educational stipends within a testamentary trust, providing a powerful way to ensure ...

The question of whether a bypass trust can distribute funds as matching grants for beneficiary goals is a fascinating one, ...

The question of whether a special needs trust (SNT) can fund content creation for awareness campaigns is nuanced and depends ...

Succession planning within a trust is a powerful tool for ensuring a smooth transition of leadership or ownership in a ...

Yes, a trustee can absolutely also be a beneficiary in a testamentary trust, but it’s a situation that requires careful ...

The question of whether you can include restrictions preventing political lobbying with Charitable Remainder Trust (CRT) remainder funds is complex, ...

Absolutely, a testamentary trust can and often *should* define criteria for financial independence for its beneficiaries, providing a framework for ...

Protecting your beneficiaries and ensuring your wishes are carried out long after you’re gone is a primary concern when establishing ...

Navigating the complexities of a special needs trust requires careful consideration of what constitutes appropriate distributions, and the question of ...

Navigating the complexities of trust administration often leads to questions about flexibility and control, especially regarding asset sales. While trusts ...

Charitable Remainder Trusts (CRTs) are powerful estate planning tools offering both income for the donor and a future gift to ...

Navigating the complexities of estate planning often leads to questions about control – not just over assets during your lifetime, ...

Protecting your estate plan’s assets from the unforeseen financial difficulties of a beneficiary, such as bankruptcy, is a common concern ...