Can a bypass trust include a privacy agreement for beneficiaries?
Absolutely, a bypass trust can—and often should—include a privacy agreement designed to protect beneficiary information, offering a multi-layered approach to …
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Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan within a trust, specifically when anticipating a potential merger with another trust, is …
Can I limit access to trust funds for non-residents of the U.S.?
The question of restricting access to trust funds based on residency status is a common one, particularly as families become …
Can I name a rotating board of advisors to review the CRT’s social impact?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but ensuring they continue to fulfill their intended charitable purpose requires …
How do I transfer real estate into a trust?
Transferring real estate into a trust is a crucial step in comprehensive estate planning, ensuring a smooth transition of assets …
Can I make distributions subject to trustee interviews?
The question of whether you can make distributions subject to trustee interviews is a common one for those establishing or …
Can a testamentary trust divide assets equally?
A testamentary trust, created within a will, absolutely can divide assets equally, but the simplicity of that statement often belies …
Can the trust be used for fertility-related medical procedures?
The question of whether a trust can be used for fertility-related medical procedures is increasingly common, as advancements in assisted …
What happens if a trustee refuses the role?
Serving as a trustee is a significant responsibility, and it’s not uncommon for individuals named in a trust document to …
Can the trust pay for roommate costs or shared living expenses?
Navigating the financial aspects of trust administration can be complex, especially when it comes to covering everyday living expenses like …