Can I move crypto assets into an irrevocable trust?
The question of incorporating digital assets, like cryptocurrency, into an irrevocable trust is rapidly becoming more pertinent as crypto gains …
Can a bypass trust endow a legacy award for public service?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to take advantage …
Can I include retirement accounts in a living trust?
The question of whether you can include retirement accounts in a living trust is a common one for those planning …
Can the bypass trust be drafted to meet multiple state tax exemptions?
The bypass trust, also known as a credit shelter trust or an exemption trust, is a crucial component of estate …
Can a special needs trust be set up to expire if the beneficiary reaches certain goals?
Absolutely, a special needs trust can be designed to terminate if the beneficiary achieves pre-defined goals, though it requires careful …
Can I require a health screening before approving distributions?
The question of whether a trustee can require a health screening before approving distributions to a beneficiary is complex, deeply …
Can a bypass trust be structured to benefit multiple spouses over time?
The beauty of estate planning lies in its adaptability, and yes, a bypass trust—also known as a “B Trust”—can absolutely …
Can a bypass trust include a privacy agreement for beneficiaries?
Yes, a bypass trust, also known as a credit shelter trust, can absolutely include a privacy agreement, or what’s formally …
Can I build in a required transition plan if the trust merges with another?
The question of incorporating a transition plan into a trust agreement when anticipating a potential merger with another trust is …
Can a special needs trust serve multiple beneficiaries at once?
Yes, a special needs trust can absolutely serve multiple beneficiaries simultaneously, though it requires careful planning and drafting to ensure …