Can a bypass trust be used to create a family endowment?
The question of whether a bypass trust can be effectively utilized to create a family endowment is a complex one, …
Can a bypass trust disburse matching funds for income earned by beneficiaries?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can disburse matching funds for …
Can a special needs trust support digital accessibility tools?
Absolutely, a special needs trust can and often *should* support digital accessibility tools, ensuring beneficiaries with disabilities have full access …
Can I use a testamentary trust if I live abroad?
As a resident living outside of the United States, the use of a testamentary trust—a trust created through your will—presents …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is complex and often arises within …
Can I name my children as co-beneficiaries with my spouse?
Naming both a spouse and children as co-beneficiaries is a common estate planning strategy, but it requires careful consideration to …
Can I use the estate to cover training for nonprofit board participation?
The question of utilizing estate assets to fund training for nonprofit board participation is a nuanced one, deeply rooted in …
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
Can the trust fund legal advocacy related to special education rights?
Navigating the landscape of special education can be incredibly complex, and ensuring a child receives the appropriate support often requires …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is complex and touches upon both …