Can a bypass trust be funded with employee stock options?
The question of whether a bypass trust – also known as a family bypass trust – can be funded with …
Can I use a charitable remainder trust to support a university or hospital?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their chosen charities, like …
Can I allow benefits to skip one generation in certain cases?
The question of whether benefits can skip a generation within a trust or estate plan is a common one, and …
Can a bypass trust provide for a non-U.S. citizen spouse?
The question of whether a bypass trust can effectively provide for a non-U.S. citizen spouse is a complex one, heavily …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding reallocation of funds based on shifting public …
Can I establish inheritance tiers based on civic metrics?
The question of whether one can establish inheritance tiers based on civic metrics – things like volunteer hours, charitable donations, …
Can I fund disaster insurance or relief plans through a testamentary trust?
Yes, a testamentary trust can absolutely be used to fund disaster insurance or relief plans, offering a proactive approach to …
Can I require trustee rotation after a specific number of years?
The idea of rotating trustees, while not a standard practice, is gaining traction as families recognize the benefits of fresh …
Can a bypass trust provide for a non-U.S. citizen spouse?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can effectively provide for …
Can a CRT allow reallocation of funds based on public need indexes?
Community Reinvestment Trusts (CRTs) are increasingly explored as a mechanism to direct private capital towards public good initiatives, and the …