Can I create annual awards from the CRT in the name of the income beneficiary?
Creating annual awards from a Charitable Remainder Trust (CRT) in the name of the income beneficiary is a complex question …
Can I include a letter of intent with my testamentary trust?
A letter of intent, while not legally binding, can be a remarkably helpful document to accompany a testamentary trust, providing …
Can a special needs trust provide for trust document translation services?
The question of whether a special needs trust can cover the costs of translating trust documents is a vital one, …
Can I direct how remaining assets are distributed after the trust ends?
Yes, you absolutely can direct how remaining assets are distributed after the trust ends; this is a core component of …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust—also known as a credit shelter trust—can hold interests in private equity funds is …
Can I prevent beneficiaries from pledging trust assets as loan collateral?
The question of protecting trust assets from beneficiary creditors is a crucial one for many estate planners, and the answer, …
Can a person with a mental illness be a beneficiary of a special needs trust?
Yes, a person with a mental illness can absolutely be a beneficiary of a special needs trust, and in many …
How does an irrevocable trust affect my eligibility for financial aid?
Irrevocable trusts, while excellent tools for estate planning and asset protection, can present complexities when it comes to applying for …
What are the tax filing requirements for a revocable trust?
A revocable trust, also known as a living trust, is a popular estate planning tool, but understanding its tax implications …
Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust, also known as a “B” trust, can hold interests in private equity funds …