Can the trustee of a bypass trust invest in international markets?
Yes, the trustee of a bypass trust, also known as a credit shelter trust or a B trust, generally *can* …
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Can a special needs trust help maintain a private caregiver registry?
Navigating care for a loved one with special needs presents unique financial and logistical challenges, and maintaining a consistent, reliable …
Can the trustee of a bypass trust invest in international markets?
The trustee of a bypass trust, also known as a credit shelter trust or an A-B trust, absolutely can invest …
Can I reward philanthropic behavior through the trust?
Absolutely, incorporating philanthropic intentions into a trust is a powerful way to ensure your values extend beyond your lifetime, and …
What happens if all trustees resign or become incapacitated?
The resignation or incapacitation of all trustees of a living trust presents a serious, though not insurmountable, challenge to the …
Can the trust be used to pay for speech-language pathology assessments?
Absolutely, a properly structured trust can be utilized to cover expenses like speech-language pathology assessments, but it’s not always a …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is complex, hinging on the …
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful tool for estate planning and …
Can a CRT be used as a contingent beneficiary if another trust fails?
The question of whether a Charitable Remainder Trust (CRT) can serve as a contingent beneficiary when another trust fails is …
Can a trust be structured to limit environmental impact?
Increasingly, individuals are realizing their estate plans can extend beyond financial legacies to encompass values like environmental stewardship; a trust …