Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools designed to provide income to a beneficiary (or beneficiaries) for a …
Can the trust be used for therapeutic art installations or equipment?
Establishing a trust allows for the careful management and distribution of assets, but its application to funding therapeutic art installations …
How does a trust impact my heirs’ inheritance tax?
Navigating the complexities of estate and inheritance tax can be daunting, but strategic planning with tools like trusts can significantly …
Can I include investment guardrails in perpetuity to preserve core assets?
The question of establishing lasting investment guardrails to shield core assets is a crucial one in estate planning, especially as …
Where do top professionals go for estate planning lawyer near me?
The late afternoon sun cast long shadows across the manicured lawns as I hurried towards the imposing oak doors. A …
How Can I Protect My Assets For Future Generations?
The old, mahogany desk felt cold beneath her fingertips. Eliza stared at the stack of unopened bills, each one a …
Can the surviving spouse be a co-trustee of a bypass trust?
The question of whether a surviving spouse can serve as a co-trustee of a bypass trust – also known as …
What should I do when things go wrong with my estate plan near by
The old, worn photo album lay open on the kitchen table. Each picture a snapshot of laughter and love – …
Can a bypass trust distribute funds as matching grants for beneficiary goals?
The concept of utilizing a bypass trust—also known as a credit shelter trust—to distribute funds as matching grants for beneficiary …
Who can help me right now with a trust issue?
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …