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 …
Can the trust pay for customized orthotic devices?
Navigating the complexities of trust administration often leads to questions about permissible expenses, and whether those expenses extend to healthcare …
Can I change the trustee without changing the trust?
The question of whether you can change a trustee without altering the fundamental structure of your trust is a common …
Can government agencies penalize the beneficiary if the trust violates rules?
The question of whether government agencies can penalize a trust beneficiary for trust violations is complex, often hinging on the …
Can I transfer intellectual property into a trust?
Absolutely, intellectual property – encompassing things like copyrights, patents, trademarks, and trade secrets – can be transferred into a trust, …
Should I store my trust with an attorney or at home?
The question of where to store your original trust documents—with an attorney or at home—is a surprisingly common one for …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is a complex one, deeply rooted in …