Can a bypass trust include financial literacy requirements before disbursement?
The concept of a bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed …
Can I name a succession of guardians for my children?
Planning for the future care of your children is a paramount concern for any parent, and a frequently asked question …
Can I fund a CRT from earnings through a royalty trust?
The question of whether one can fund a Charitable Remainder Trust (CRT) with earnings from a royalty trust is complex, …
Can I create a testamentary trust through an online will service?
The convenience of online will creation services is undeniable, promising streamlined estate planning at a low cost, but the question …
Can a CRT be managed according to Sharia or religious finance principles?
Community Reinvestment Trusts (CRTs) present a fascinating intersection with the growing field of socially responsible and faith-based investing, specifically when …
Can I limit trustee discretion to avoid high-risk financial decisions?
The question of balancing trustee discretion with safeguarding assets is a frequent concern for those establishing trusts, and rightfully so—a …
Can I require a psychologist’s certification for mentally ill heirs before disbursement?
Navigating the complexities of estate planning when heirs have mental health challenges requires careful consideration, and the question of requiring …
Can the trust include protections from creditors of the beneficiaries?
Absolutely, a trust can be structured to include protections from the creditors of beneficiaries, though the degree of protection varies …
Can the trust cover retraining for a mid-career job change?
The question of whether a trust can cover retraining for a mid-career job change is a surprisingly common one, especially …
Can the bypass trust require quarterly income reporting to the surviving spouse?
The question of whether a bypass trust—also known as a credit shelter trust or a Section 2056 trust—requires quarterly income …