Can a bypass trust be used to offset housing instability in family members?
The question of whether a bypass trust can alleviate housing instability within a family is complex, requiring careful consideration of …
How is conflict of interest handled in testamentary trust administration?
Testamentary trust administration, the process of managing a trust created through a will, often presents complex challenges, and among the …
Can a CRT hold commodities or futures contracts?
Community Property Trusts (CRTs) are versatile estate planning tools in California, but their ability to hold complex assets like commodities …
Can beneficiaries be changed in an irrevocable trust?
Irrevocable trusts are designed to be, well, irrevocable – meaning generally, once established, their terms are very difficult to alter, …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational wealth transfer, facilitated by carefully constructed trust structures, is becoming increasingly popular as families seek to …
What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and ensuring fair and equitable treatment of all children in your estate plan when you …
Do beneficiaries pay taxes on trust distributions?
The question of whether beneficiaries pay taxes on trust distributions is surprisingly complex, and often misunderstood, even among those familiar …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced but increasingly popular approach …
What happens if the beneficiary becomes ineligible for government benefits?
The potential for a beneficiary to become ineligible for government benefits, such as Medicaid or Supplemental Security Income (SSI), is …
Can I include digital tools to track estate assets and distributions?
The increasing digitization of our lives extends to estate planning, offering modern solutions for tracking assets and managing distributions; however, …