Can a special needs trust fund a vocational rehabilitation plan?
The question of whether a special needs trust (SNT) can fund a vocational rehabilitation plan is a common one for …
Can I establish inheritance-linked savings multiplier programs?
The concept of establishing inheritance-linked savings multiplier programs—where savings grow based on anticipated future inheritance—is gaining traction, though legally complex …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs) are increasingly recognized as innovative financial tools that can extend beyond traditional community development, potentially including …
Can the trust guarantee rent for the beneficiary’s housing?
That’s a question many beneficiaries and those establishing trusts ponder, especially with the rising costs of housing and a desire …
Can a bypass trust qualify for the marital deduction?
The marital deduction is a cornerstone of estate planning, allowing assets to pass to a surviving spouse without incurring estate …
Can I use a CRT to fund my favorite nonprofit’s endowment?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow you to support your favorite charities, like funding an …
How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both vital components of comprehensive estate planning, yet they operate at different …
Can I require non-disclosure agreements for sensitive asset handling?
Navigating the complexities of estate planning often involves dealing with highly sensitive financial and personal information, making confidentiality paramount. As …
What happens to a revocable trust when I remarry?
Remarrying after establishing a revocable living trust is a significant life event that necessitates a review and potential amendment of …
Can I assign a family historian to manage legacy communications?
The question of entrusting legacy communications—those heartfelt messages, stories, and wishes intended for loved ones after one’s passing—to a family …