Can I fund a special needs trust with stocks or bonds?
The question of whether stocks and bonds can fund a special needs trust is a common one for families planning …
Can I fund a CRT with a vacation home that will be sold after my death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I fund a bypass trust with qualified retirement plan assets?
The question of funding a bypass trust – also known as a credit shelter trust or a B-trust – with …
Can I Freeze Distributions During Internal Family Investigations?
The question of whether you can freeze distributions during internal family investigations concerning a trust is a complex one, deeply …
Can I exclude real estate from investment calculations for distribution purposes?
The question of whether you can exclude real estate from investment calculations for distribution purposes, particularly within the context of …
Can I exclude certain creditors or former associates from accessing estate records?
Estate planning, at its core, is about control – controlling the distribution of your assets and, importantly, controlling who has …
Can I establish separate investment pools within one bypass trust?
The question of establishing separate investment pools within a single bypass trust, also known as a credit shelter trust or …
Can I embed lifetime caps for individual beneficiaries?
The question of embedding lifetime caps for individual beneficiaries within a trust is a common one, particularly for clients of …
Can I Donate Timberland or Mineral Rights to a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive an immediate income tax deduction, …
Can I Disqualify Heirs Based on Conflicts with Community Goals?
The question of whether you can disqualify heirs based on conflicts with your community goals is complex and touches upon …