Can I give my trustee discretion over reallocating unused funds?
The question of granting a trustee discretion over unused funds within a trust is a common one for estate planning …
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Can I appoint an ombudsman to monitor trust distributions?
The question of appointing an ombudsman to oversee trust distributions is increasingly relevant as the complexity of trusts grows and …
Can a special needs trust support financial app subscriptions with accessibility tools?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a bypass trust provide for the upkeep of family burial plots?
The question of whether a bypass trust—also known as a credit shelter trust—can provide for the upkeep of family burial …
Can a bypass trust protect assets from creditors?
The question of whether a bypass trust – also known as a marital trust or an A-B trust – can …
Can a bypass trust pay for long-term disability expenses?
The question of whether a bypass trust can cover long-term disability expenses is a complex one, deeply intertwined with the …
Can a bypass trust own shares in an S corporation?
The question of whether a bypass trust can own shares in an S corporation is a complex one, demanding a …
Can a bypass trust offset taxes owed by the surviving spouse?
Estate planning, particularly concerning the transfer of wealth, is a complex field, and the use of bypass trusts – also …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust—also known as a “B” trust or a QTIP trust—can make joint disbursements to …
Can a bypass trust include future-facing clauses based on social trends?
The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …