Can I use a bypass trust to manage royalties from intellectual property?
The question of whether a bypass trust can effectively manage royalties from intellectual property is a common one for creators …
Can I use a bank trust department to manage a special needs trust?
The question of whether to utilize a bank trust department to administer a special needs trust is a common one …
Can I transfer my mortgage through my estate?
The question of whether a mortgage can be transferred through an estate is a common one, and the answer, unsurprisingly, …
Can I tie trust distributions to generational carbon footprint goals?
The concept of incorporating environmental, social, and governance (ESG) factors, specifically carbon footprint goals, into trust distributions is a rapidly …
Can I tie inheritance to inflation-adjusted performance benchmarks?
The question of whether you can tie inheritance to inflation-adjusted performance benchmarks is becoming increasingly common as individuals seek to …
Can I tie distributions to successful completion of counseling or therapy?
The question of whether one can tie distributions from a trust to the successful completion of counseling or therapy is …
Can I tie disbursements to independent assessments of life stability?
The question of whether you can tie disbursements from a trust to independent assessments of life stability is a complex …
Can I structure my estate plan to benefit domestic and international charities?
The desire to leave a lasting legacy extends beyond family for many individuals, prompting them to include charitable giving as …
Can I structure a CRT to fund veterinary care programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized for significant charitable giving while simultaneously providing income to …
Can I stagger trust distributions over decades?
The concept of staggering trust distributions over decades is not only possible but is a common and often highly advisable …