Can the trust pay for wellness retreats focused on disability support?
Navigating the complexities of trust administration often brings up questions about permissible expenses, and the use of trust funds for …
Can I direct how my debts are paid from my estate?
Yes, you absolutely can direct how your debts are paid from your estate, though the process isn’t always as straightforward …
Can a testamentary trust be used in small estate planning?
Testamentary trusts, often envisioned as tools for high-net-worth individuals, can surprisingly offer significant benefits even within the context of smaller …
Can a charitable remainder trust own rental property out of state?
The question of whether a charitable remainder trust (CRT) can own rental property, particularly if that property is located out …
Can a charitable remainder trust be used in international estate planning?
The question of incorporating a charitable remainder trust (CRT) into international estate planning is complex, yet potentially highly beneficial. CRTs, …
Can a bypass trust support the relocation costs of a beneficiary?
The question of whether a bypass trust can support the relocation costs of a beneficiary is a complex one, deeply …
Can a bypass trust support health and wellness coaching?
The question of whether a bypass trust can support health and wellness coaching is multifaceted, intertwining estate planning principles with …
Can a bypass trust support a beneficiary pursuing unpaid artistic work?
The question of whether a bypass trust can support a beneficiary pursuing unpaid artistic work is complex, intertwining estate planning …
Can a bypass trust restrict use of funds for elective surgeries?
The question of whether a bypass trust can restrict the use of funds for elective surgeries is a common one …
Can a bypass trust require annual reviews with a financial advisor?
The question of whether a bypass trust – also known as a credit shelter trust – requires annual reviews with …