Can a CRT help reduce state income taxes?
Charitable Remainder Trusts (CRTs) can indeed be a powerful tool for reducing state income taxes, though the specifics vary significantly …
Can I include instructions for public disclosure or privacy of my estate contents?
The question of controlling information about your estate after you’re gone is a valid and increasingly common one, and the …
Can I restrict distributions to essential expenses only?
The question of restricting distributions from a trust to only essential expenses is a common one for individuals establishing or …
Do I need a certificate of trust to open bank accounts?
Navigating the world of trusts and banking can seem complex, but understanding the role of a Certificate of Trust is …
Does a testamentary trust shield assets from divorce?
The question of whether a testamentary trust can shield assets from divorce is complex and highly dependent on state laws …
Can the trust allow modifications through a trust protector if needed?
The flexibility to adapt a trust to unforeseen circumstances is a critical consideration in modern estate planning, and increasingly, estate …
Can I leave instructions for unsubscribing from subscriptions and memberships?
The question of whether you can leave instructions for unsubscribing from subscriptions and memberships within your estate plan is a …
Can the bypass trust support development of family intellectual property?
The question of whether a bypass trust can support the development of family intellectual property (IP) is a complex one, …
Do I need a lawyer to create an irrevocable trust?
The creation of an irrevocable trust is a complex legal undertaking, and while not strictly *required* to have legal counsel, …
Can I make beneficiaries apply for grants from the trust?
The idea of requiring beneficiaries to apply for grants from a trust, rather than simply distributing assets, is becoming increasingly …