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 …
The question of granting a trustee discretion over unused funds within a trust is a common one for estate planning …
The question of appointing an ombudsman to oversee trust distributions is increasingly relevant as the complexity of trusts grows and …
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
The question of whether a bypass trust—also known as a credit shelter trust—can provide for the upkeep of family burial …
The question of whether a bypass trust – also known as a marital trust or an A-B trust – can …
The question of whether a bypass trust can cover long-term disability expenses is a complex one, deeply intertwined with the …
The question of whether a bypass trust can own shares in an S corporation is a complex one, demanding a …
Estate planning, particularly concerning the transfer of wealth, is a complex field, and the use of bypass trusts – also …
The question of whether a bypass trust—also known as a “B” trust or a QTIP trust—can make joint disbursements to …
The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …