Can I refinance property owned by the trust?
Refinancing property held within a trust is a common question for estate planning clients, and while generally permissible, it requires …
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Can a trust support installation of visual alerting systems at home?
Establishing a secure and accessible home environment is paramount for many, and increasingly, individuals are incorporating visual alerting systems – …
How is a trust administered after death?
The administration of a trust after the death of the grantor (the person who created the trust) is a crucial …
Can a bypass trust contain dynamic clauses based on trust performance?
The question of whether a bypass trust, also known as a credit shelter trust, can contain dynamic clauses based on …
Can I reward open data sharing in family-led enterprises?
Family-led enterprises, while often built on trust and shared values, can surprisingly become hotspots for information silos—especially as generations shift …
Can I use a CRT to provide income to a nonprofit organization temporarily?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to beneficiaries – including nonprofit organizations – …
Can a special needs trust pay for on-call transportation providers?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequent question arises regarding …
What is a bypass trust?
A bypass trust, also known as a credit shelter trust or an A-B trust, is an estate planning tool designed …
Can I restrict the use of the charitable remainder to a specific department within a charity?
The question of restricting charitable remainder trust (CRT) funds to a specific department within a charity is a common one, …
Who can I trust to fix a broken or outdated trust?
The air hung heavy with unspoken tension as Eleanor clutched the worn document in her trembling hands. Decades ago, her …