Can the bypass trust support heirs pursuing entrepreneurial ventures?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the idea of *completely* pausing income distribution for entire years …
Can the bypass trust support heirs pursuing entrepreneurial ventures?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
How does a trust impact my heirs’ inheritance tax?
Establishing a trust can significantly impact your heirs’ inheritance tax liability, potentially reducing the amount of taxes they owe and …
Can I include investment guardrails in perpetuity to preserve core assets?
The question of preserving core assets for future generations is a cornerstone of comprehensive estate planning, and the answer is …
Can the trust be used for therapeutic art installations or equipment?
Absolutely, a trust can be thoughtfully designed to fund therapeutic art installations or specialized equipment, offering a unique avenue for …
Can the trust be used for therapeutic art installations or equipment?
Establishing a trust offers a versatile approach to managing assets, extending beyond traditional financial investments to encompass support for passions …
Can a special needs trust buy a home for the beneficiary?
That’s a common question for families caring for loved ones with special needs, and the answer is nuanced, but generally, …
Can a special needs trust buy a home for the beneficiary?
A special needs trust (SNT) *can* purchase a home for a beneficiary, but it’s a complex area requiring careful navigation …
Can I penalize non-compliance with educational reporting requirements?
Educational reporting requirements, mandated by federal and state laws like the Family Educational Rights and Privacy Act (FERPA) and those …