Can a CRT be used as an alternative to direct gifts during my lifetime?
Charitable Remainder Trusts (CRTs) offer a sophisticated estate planning strategy, allowing individuals to support their favorite charities while retaining income …
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Can I require transparency reports from business-owning beneficiaries?
As a trustee of a living trust, navigating the complexities of business ownership held within the trust requires a delicate …
Can a bypass trust offer career sabbatical grants?
The question of whether a bypass trust can offer career sabbatical grants is complex, hinging on the trust’s specific terms …
Can I limit the ability to sell inherited real estate?
The question of controlling the disposition of inherited property, particularly real estate, is a common concern for estate planning, and …
Can a bypass trust restrict use of funds for elective surgeries?
A bypass trust, also known as a marital trust or an A-B trust, is a common estate planning tool designed …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a complex one, frequently arising in estate …
Can I establish a private fund for heirs’ future charitable interests?
Establishing a private fund for heirs’ future charitable interests is indeed possible and growing in popularity, offering a unique blend …
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the trust provide funding for weather-resilient housing retrofits?
The question of whether a trust can provide funding for weather-resilient housing retrofits is increasingly relevant as climate change impacts …
Can a trust be created for a couple but split later?
Yes, a trust created for a couple can absolutely be split later, although the process isn’t always straightforward and depends …