Can I require annual reporting from the remainder charity?
Establishing a charitable remainder trust can be a powerful tool for both philanthropic giving and estate planning, yet many donors …
Can a special needs trust pay for resilience training for both the beneficiary and caregivers?
The question of whether a special needs trust can cover the costs of resilience training for both the beneficiary and …
Can a conservator manage a special needs trust?
The question of whether a conservator can manage a special needs trust is complex and hinges on specific state laws, …
Can a bypass trust preserve low-basis assets for stepped-up basis later?
The question of whether a bypass trust, also known as a credit shelter trust or B trust, can effectively preserve …
Can I name a trust company as both trustee and remainder beneficiary?
The question of whether you can name a trust company as both trustee and remainder beneficiary is complex, and the …
How can I protect my assets for future generations?
The flickering candlelight cast long shadows across Eleanor’s worried face. Her grandfather’s prized collection of antique clocks, heirlooms passed down …
Can I require annual reporting from the remainder charity?
Navigating charitable giving through estate planning, particularly with remainder interests, requires careful consideration of reporting requirements and oversight to ensure …
How do I make sure this doesn’t spiral into litigation with a trust attorney?
The aroma of freshly brewed coffee filled Sarah’s kitchen as she reviewed her late father’s will. A knot tightened in …
Can I include a review clause tied to major life milestones?
The question of whether to include a review clause tied to major life milestones within an estate plan is a …
Can a conservator manage a special needs trust?
The question of whether a conservator can manage a special needs trust (SNT) is complex and requires a nuanced understanding …