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 …
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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 …
Can a bypass trust allocate assets for disaster relief in family emergencies?
The question of whether a bypass trust can allocate assets for disaster relief in family emergencies is a crucial one …
Can a special needs trust fund sensory-friendly home paint and lighting?
Absolutely, a special needs trust can indeed fund sensory-friendly home improvements like specialized paint and lighting, provided it aligns with …
Can I build in ESG guidelines for trust investments?
The integration of Environmental, Social, and Governance (ESG) factors into trust investments is rapidly gaining traction, reflecting a growing demand …
Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust subsidize costs of workplace accommodations?
Navigating the intersection of special needs trusts and workplace accommodations requires careful consideration, as trusts can indeed play a role …
What’s my recourse when dealing with negligence by an estate planning lawyer near by
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …