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 …
Can a CRT own high-yield municipal bonds?
Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …
What’s the easiest way to update my trust every year?
Maintaining a living trust isn’t a “set it and forget it” process; life changes, and your trust needs to reflect …
Can I require that family heirlooms be kept in trust and not sold?
The question of preserving family legacies is deeply emotional, and fortunately, estate planning tools exist to safeguard treasured possessions beyond …
Can a special needs trust fund interactive therapeutic toys?
Navigating the financial aspects of caring for a loved one with special needs requires careful planning, and a crucial component …
Can a parent set up a special needs trust for their child?
Yes, a parent can absolutely set up a special needs trust for their child, and it’s a remarkably common and …
Is there a waiting period before a testamentary trust becomes active?
A testamentary trust, unlike a living trust created during one’s lifetime, springs into existence only *after* the grantor’s death through …
What if my trustee dies before me?
The question of what happens when a trustee passes away before the grantor (the person who created the trust) is …
Can I include a trustee advisory committee?
The question of whether you can include a trustee advisory committee is a common one for those establishing or modifying …
Can a special needs trust fund interactive therapeutic toys?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a critical component of that …