Can I leave assets to my grandchildren in the trust?
Absolutely, incorporating provisions for grandchildren within a living trust is a common and effective estate planning strategy, allowing for a …
Can I require investment in local community development projects?
The question of whether you can require investment in local community development projects within the framework of a trust or …
Can the CRT allow for income reallocation to meet family care needs?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, but its ability to directly “reallocate” income to meet …
Can I set term limits for trustee roles within the bypass trust?
The question of whether you can set term limits for trustee roles within a bypass trust is a common one, …
Can I limit the trust’s ability to invest in certain industries?
Absolutely, you can indeed limit a trust’s investment options, specifically excluding certain industries, and this is a common and prudent …
Can a charitable remainder trust be used to benefit a disabled child?
A charitable remainder trust (CRT) can indeed be a powerful tool to benefit a disabled child, offering both financial support …
Can I establish a rolling admissions policy for new eligible beneficiaries?
Establishing a rolling admissions policy for new eligible beneficiaries within a trust or estate plan is a nuanced question, and …
Can I donate a classic car to a CRT and still use it occasionally?
Donating a classic car to a Charitable Remainder Trust (CRT) is a fascinating way to support a charity while potentially …
Can I set term limits for trustee roles within the bypass trust?
The question of whether you can set term limits for trustee roles within a bypass trust is a common one, …
Can I limit the trust’s ability to invest in certain industries?
Absolutely, you can absolutely limit a trust’s investment scope, and it’s a surprisingly common and prudent practice for those with …