Can a bypass trust allow for flexible disbursement amounts during high inflation?
The question of whether a bypass trust—also known as a marital trust or A-B trust, though less common now due …
Can a Beneficiary Refuse a Trust?
The question of whether a beneficiary can refuse a trust distribution is surprisingly common, and the answer is generally yes, …
Are you Experienced in Planning for Special Needs Beneficiaries?
Planning for a beneficiary with special needs requires a nuanced approach to estate planning, extending far beyond simply naming them …
Are there state-specific estate planning pitfalls I should be aware of?
Estate planning, while seemingly universal in its goals – protecting assets and ensuring wishes are honored – is profoundly impacted …
Are there limits on how much money can go into a special needs trust?
The question of limits on funding a special needs trust (SNT) is complex, heavily influenced by the type of SNT …
Are there any advantages to using a testamentary trust over a revocable living trust?
Estate planning is a multifaceted process, and choosing the right tools to protect your assets and provide for your loved …
Can a bypass trust be dissolved early if no longer needed?
The question of dissolving a bypass trust early is surprisingly common, particularly as circumstances change after its creation. A bypass …
Can a bypass trust be audited annually by a third-party accountant?
The question of whether a bypass trust—also known as a credit shelter trust—can be audited annually by a third-party accountant …
Can a bypass trust allocate travel funds for educational programs abroad?
The question of whether a bypass trust can allocate funds for educational programs abroad is a surprisingly common one for …
Can a bank or charity serve as trustee of the trust?
The question of who can serve as trustee is central to effective estate planning, and the answer is definitively yes, …