Can I use a bypass trust for philanthropic purposes after my spouse’s death?
The question of utilizing a bypass trust—also known as a credit shelter trust or B-trust—for philanthropic endeavors following a spouse’s …
Can I transfer real estate to a community land trust in my plan?
Estate planning isn’t simply about deciding where your assets go after you’re gone; it’s about strategically managing them both during …
Can I Transfer Airline Miles or Credit Card Points into a Trust?
The question of whether you can transfer airline miles or credit card points into a trust is surprisingly complex, and …
Can I tie trust benefits to specific life milestones?
Estate planning, particularly the creation of trusts, is often viewed as a future-focused endeavor, solely concerned with asset distribution after …
Can I tie future funding tranches to sustainable estate investments?
The question of whether one can tie future funding tranches to sustainable estate investments is becoming increasingly relevant. Traditional estate …
Can I tie distributions to intergenerational mentoring?
The question of whether you can tie distributions from a trust to intergenerational mentoring is not simply a legal one, …
Can I tie benefits to military or public service participation?
The question of incorporating benefits tied to military or public service participation within estate planning, specifically within a trust, is …
Can I structure a trust to fund end-of-life care for a relative?
The question of providing for a loved one’s end-of-life care is deeply personal and often complex. Fortunately, estate planning tools …
Can I stipulate a reserve fund be created from the CRT remainder?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a specified period, …
Can I split management of physical vs. digital trust assets between trustees?
The question of dividing asset management responsibilities between trustees—specifically separating physical and digital assets within a trust—is increasingly relevant in …