Can I use the bypass trust to ensure support for future grandchildren?
The bypass trust, also known as a “B” trust or generation-skipping trust, is a powerful estate planning tool that can …
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Can I provide financial relief for caretakers of special-needs family members?
The question of providing financial relief to family members who dedicate their lives to caring for loved ones with special …
Can I set incentives for homeownership over renting?
The question of incentivizing homeownership versus renting is complex, deeply rooted in personal financial goals, economic factors, and legal considerations, …
Can a trust pay for environmentally friendly housing materials?
Absolutely, a trust can be structured to pay for environmentally friendly housing materials, offering a powerful tool for individuals seeking …
Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?
Charitable Remainder Trusts (CRTs) present a sophisticated yet powerful mechanism for individuals to support causes they believe in, including social …
Can I structure the trust to evolve into a multigenerational pooled asset fund?
Yes, absolutely, a trust can be deliberately structured to evolve into a multigenerational pooled asset fund, offering long-term wealth preservation …
Can I use a CRT to provide income for an ex-spouse?
Creating a Charitable Remainder Trust (CRT) to benefit an ex-spouse is a complex estate planning strategy, and while legally permissible …
Are testamentary trusts suitable for international estate plans?
Testamentary trusts, created through a will, present a unique set of considerations when incorporated into international estate plans, demanding careful …
Can my estate plan include a clause for catastrophic event scenarios?
Absolutely, a comprehensive estate plan should absolutely account for catastrophic event scenarios, ranging from natural disasters and pandemics to widespread …
What’s the first step in choosing someone to draft a will?
The clock ticked relentlessly as Sarah stared at her phone, her heart pounding. Her grandfather had unexpectedly passed away, and …