Can a bypass trust be audited annually by a third-party accountant?
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Can I offer supplemental grants for heirs pursuing environmental careers?
The question of incorporating supplemental grants for heirs pursuing environmental careers within a living trust and estate plan is increasingly …
Can I establish a trust library for managing financial education resources?
Establishing a “trust library” – a centralized repository of financial education resources managed through a trust – is an innovative …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether a grantor can restrict trustee actions to ESG-compliant funds only is increasingly relevant as socially responsible …
Can a special needs trust pay for privacy-enhancing virtual communication tools?
The question of whether a special needs trust can fund privacy-enhancing virtual communication tools is increasingly relevant in today’s digital …
Can the trust pay for customized orthotic devices?
Navigating healthcare expenses within a trust requires careful consideration, particularly when dealing with specialized medical equipment like customized orthotic devices. …
Can a bypass trust continue for multiple generations?
The question of whether a bypass trust—also known as a credit shelter trust—can continue for multiple generations is a common …
Can the CRT trustee be empowered to replace a non-performing charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while receiving an income …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether a grantor can restrict trustee actions to ESG-compliant (Environmental, Social, and Governance) funds only is increasingly …
Can a special needs trust pay for privacy-enhancing virtual communication tools?
The question of whether a special needs trust (SNT) can cover the cost of privacy-enhancing virtual communication tools is increasingly …