Where can I report recurring issues with an estate planning lawyer near me
The manila envelope sat on my kitchen table, unopened for days. It contained revisions to my mother’s trust, a document …
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Can a special needs trust fund content creation for awareness campaigns?
The question of whether a Special Needs Trust (SNT) can fund content creation for awareness campaigns is complex, requiring careful …
What’s the fastest way to fix a legal issue with my will?
The musty smell of old paper filled Daniel’s nostrils as he dug through his father’s attic. Dust motes danced in …
Can a bypass trust continue to generate income after the spouse’s death?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can continue …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a nuanced one, deeply rooted in …
Can a bypass trust be used to preserve the estate tax exemption?
The estate tax, while impacting a relatively small percentage of estates—approximately 0.05% according to recent IRS data—remains a significant concern …
Can a bypass trust be used to establish a family endowment fund?
The question of whether a bypass trust – also known as a credit shelter trust – can be effectively utilized …
Can a bypass trust be tied to a family governance agreement?
The intersection of bypass trusts and family governance agreements represents a sophisticated approach to estate planning and wealth preservation, particularly …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of structuring a bypass trust to sidestep foreign reporting requirements is complex, and the answer isn’t a simple …
Can a bypass trust be funded with employee stock options?
The question of whether a bypass trust – a powerful estate planning tool designed to minimize estate taxes – can …