Can a trustee also be a beneficiary?
The question of whether a trustee can simultaneously be a beneficiary is a common one in estate planning, and the …
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, although it requires careful planning and consideration of tax implications. …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can allocate assets differently …
Can the CRT terminate if the trustee is found in breach of fiduciary duty?
Certainly, a breach of fiduciary duty by a trustee can indeed lead to the termination of a Complex Revocable Trust …
Can a special needs trust cover soundproofing for sensory sensitivity?
Absolutely, a special needs trust can, and often should, cover expenses like soundproofing for individuals with sensory sensitivities, provided it …
Can I use the bypass trust to pass on digital copyrights or patents?
The bypass trust, a strategic component of advanced estate planning, offers a pathway to transfer assets—including potentially complex intellectual property …
Does a trust override a will?
That’s a common question for those considering estate planning, and the answer isn’t a simple yes or no; it’s a …
Can I include a no-contest clause related to trust disputes?
The inclusion of a no-contest clause, also known as an *in terrorem* clause, in a California trust is a complex …
Can a testamentary trust govern how family businesses are transitioned or sold?
Yes, a testamentary trust is a powerful tool for governing the transition or sale of family businesses, offering a structured …
Can a CRT be customized for philanthropic goals over multiple decades?
Charitable Remainder Trusts (CRTs) are incredibly versatile estate planning tools, and the answer is a resounding yes, they can absolutely …