Can a bypass trust make periodic charitable donations on behalf of the family?
A bypass trust, also known as a credit shelter trust or a family trust, is a powerful estate planning tool …
Can the trust require that all asset appraisals be conducted bi-annually?
Absolutely, a trust can indeed require that all asset appraisals be conducted bi-annually, and it’s a surprisingly common, and often …
Can a trust file lawsuits?
Yes, a trust can absolutely file lawsuits, but it’s not as simple as a person stepping into court; the process …
Can a special needs trust help with conference speaking opportunities?
The question seems unusual at first glance, but the answer is a resounding yes, a special needs trust can indirectly, …
Can the bypass trust require a majority vote of trustees for large investments?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …
Can I set dynamic access to trust funds based on national inflation rates?
The concept of dynamically adjusting trust fund distributions based on national inflation rates is increasingly popular, and yes, it’s absolutely …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can indeed include co-investment agreements with other family trusts, and this is becoming an increasingly popular strategy …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into estate plans is becoming increasingly relevant as economic conditions fluctuate and the purchasing …
Can the trust fund grief support or counseling after family loss?
The question of whether a trust fund can provide for grief support or counseling after a family loss is a …
How can I find someone qualified to resolve estate issues near me?
The phone buzzed insistently on my nightstand. Groggily, I fumbled for it, squinting at the unfamiliar number flashing on the …