Can a special needs trust include clauses for adaptive pet care services?
The question of whether a special needs trust can include clauses for adaptive pet care services is increasingly relevant as …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method to fulfill a charitable pledge while simultaneously providing income to the donor; …
Can a trust include a social equity clause for vendor selection?
The question of whether a trust can include a social equity clause for vendor selection is gaining traction as more …
Can I name a corporate trustee to manage complex assets?
Absolutely, naming a corporate trustee to manage complex assets is not only permissible but often a strategically sound decision, particularly …
What role does a notary play in trust creation?
The role of a notary public in trust creation is fundamental, though often misunderstood; it’s not about *creating* the trust …
Can I require a review panel for changes to trust leadership?
Navigating the leadership of a trust, particularly when considering changes, demands careful consideration and a structured approach to ensure the …
Can I create a philanthropic sub-fund within the bypass trust?
Absolutely, creating a philanthropic sub-fund within a bypass trust is a powerful estate planning strategy that allows individuals to continue …
Can a bypass trust include instructions for succession of art or cultural artifacts?
Yes, a bypass trust, also known as an AB trust or credit shelter trust, can absolutely include detailed instructions for …
Can a CRT pay income to a trust for my minor child?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a trust, receive income …
Can I link trust funds to the performance of family investments?
The question of linking trust funds to the performance of family investments is a complex one, often sought by families …