Can I specify rent caps for trust-funded housing?
The question of whether you can specify rent caps for housing provided through a trust is complex, intertwining property law, …
Can the trust underwrite a family blog or newsletter documenting its impact?
Establishing a trust is often seen as a purely financial and legal undertaking, focused on asset protection and distribution; however, …
Can a trust provide living stipends based on career paths?
Yes, a trust can absolutely be structured to provide living stipends tailored to the career paths of beneficiaries, though it …
Can I assign conditions to property inheritance such as upkeep or use?
Yes, you absolutely can assign conditions to property inheritance, and it’s a surprisingly common practice—though it requires careful planning and …
Can I require publication of a trust performance report to all heirs annually?
The question of mandating annual performance reports for trust beneficiaries is a common one, and the answer is nuanced, heavily …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs) offer a surprisingly versatile tool for funding a diverse range of initiatives, and bilingual education is …
Can I direct a trust to fund new family-owned ventures after review?
Absolutely, a thoughtfully drafted trust can be a powerful tool for funding future family-owned ventures, but it requires careful planning …
Can a bypass trust qualify for the marital deduction?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can qualify for the …
Can the trust assist with debt management services for the beneficiary?
Establishing a trust is often viewed as a means to protect assets and ensure their proper distribution after one’s passing, …
Can a bypass trust allocate funds for travel required by family obligations?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …