Can a bypass trust fund a multi-generational trust after the surviving spouse passes?
The concept of utilizing a bypass trust to ultimately fund a multi-generational trust is a sophisticated estate planning technique gaining …
The concept of utilizing a bypass trust to ultimately fund a multi-generational trust is a sophisticated estate planning technique gaining …
Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …
Maintaining a living trust isn’t a “set it and forget it” process; life changes, and your trust needs to reflect …
The question of preserving family legacies is deeply emotional, and fortunately, estate planning tools exist to safeguard treasured possessions beyond …
Navigating the financial aspects of caring for a loved one with special needs requires careful planning, and a crucial component …
Yes, a parent can absolutely set up a special needs trust for their child, and it’s a remarkably common and …
A testamentary trust, unlike a living trust created during one’s lifetime, springs into existence only *after* the grantor’s death through …
The question of what happens when a trustee passes away before the grantor (the person who created the trust) is …
The question of whether you can include a trustee advisory committee is a common one for those establishing or modifying …
Navigating the financial landscape for a loved one with special needs requires careful planning, and a critical component of that …