Can a CRT be used as a planned giving vehicle in a corporate merger?
Charitable Remainder Trusts (CRTs) present a sophisticated planned giving option, and their viability within the context of a corporate merger …
Can a special needs trust support secure digital document notarization?
The question of whether a special needs trust can support secure digital document notarization is becoming increasingly relevant as technology …
Can I require ongoing health checkups for heirs receiving distributions?
The question of whether you can require ongoing health checkups for heirs receiving distributions from a trust is complex, navigating …
Can I require documentation for all trust-related purchases?
Absolutely, requiring documentation for all purchases made with funds from a trust is not only permissible but highly recommended for …
Can I create a clause that reduces distributions based on criminal convictions?
The question of incorporating clauses that adjust trust distributions based on a beneficiary’s criminal convictions is increasingly relevant in estate …
Can a testamentary trust support the development of family-owned land?
A testamentary trust, established through a will and coming into effect after death, presents a unique but viable method for …
Can a CRT be used to transition ownership of a family business?
A Charitable Remainder Trust (CRT) can indeed be a powerful tool for transitioning ownership of a family business, offering both …
What is an A-B trust strategy?
An A-B trust, also known as a bypass trust, is an estate planning tool designed to maximize the use of …
Can I embed a code of conduct into the trust?
The idea of embedding a code of conduct within a trust is increasingly popular, particularly among families who value specific …
Where do I report suspected elder financial abuse?
The phone rang, jolting Margaret awake. It was her neighbor, Mrs. Peterson, sounding frantic. “Margaret, something’s wrong with my finances. …