Can a bypass trust hold alternative assets like timber, wind rights, or carbon credits?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of estate tax …
How are assets transferred into the trust after death?
The transfer of assets into a trust after death, while seemingly counterintuitive, is a crucial component of effective estate planning, …
Can a special needs trust support emotional support animal registration?
Navigating the complexities of special needs trusts (SNTs) often extends beyond financial provisions, encompassing the holistic well-being of the beneficiary, …
Can estate planning include creditor protection for beneficiaries?
Absolutely, estate planning can and often should include provisions for creditor protection for beneficiaries, ensuring that inherited assets remain within …
Can I require trust funds to be invested in socially responsible assets?
The question of aligning investment portfolios with personal values, specifically through socially responsible investing (SRI), is increasingly common among trust …
Can the trust fund assisted living or nursing home care?
Navigating the costs of long-term care, such as assisted living or nursing homes, is a significant concern for many families, …
Can I require beneficiaries to attend estate planning meetings?
The question of whether you can *require* beneficiaries to attend estate planning meetings is complex, touching on legal boundaries, family …
Can I prohibit use of trust funds for political lobbying?
Yes, you absolutely can prohibit the use of trust funds for political lobbying, and it’s a surprisingly common concern for …
Can I require that environmental sustainability scores be maintained for trust assets?
The idea of integrating environmental, social, and governance (ESG) factors, including sustainability scores, into trust management is gaining traction, reflecting …
How do I move past a problem with my trust attorney?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart hammered in my chest, mirroring the staccato …