Can the trust disqualify any beneficiary involved in criminal activity?
Establishing a trust is a powerful way to manage assets and ensure their distribution aligns with your wishes, but what …
Can I coordinate a bypass trust with my business succession plan?
The seamless integration of a bypass trust—also known as a B Trust—with your business succession plan is not only possible …
Can a trust include behavioral benchmarks?
The question of whether a trust can include behavioral benchmarks is increasingly relevant as estate planning evolves beyond simply asset …
What are the advantages of a revocable living trust?
A revocable living trust offers a powerful and flexible approach to estate planning, allowing individuals to maintain control of their …
Can I require independent audits every five years?
The question of implementing independent audits for your estate plan, specifically trusts, every five years is a prudent one, and …
What happens to unused trust funds if the beneficiary dies unexpectedly?
The fate of unused trust funds when a beneficiary passes away unexpectedly is a crucial aspect of estate planning often …
What are the most common mistakes in drafting a testamentary trust?
Testamentary trusts, established within a will, offer a powerful tool for managing assets after death, but their complexity makes them …
Can I restrict trust fund access until a family business contribution is made?
The question of whether you can restrict trust fund access until a beneficiary contributes to a family business is a …
Can I restrict investments in fossil fuels through my CRT’s portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can the trust pay for wellness retreats focused on disability support?
Navigating the financial aspects of care for a loved one with a disability is often complex, and a common question …