Can a trust help pay for maintaining eligibility documentation?
Navigating the complexities of maintaining eligibility for needs-based government programs, like Medicaid or Supplemental Security Income (SSI), often requires ongoing …
What is community property in a trust?
In California, and several other states, community property plays a crucial role in estate planning, particularly when utilizing trusts. Community …
Can I donate timberland or mineral rights to a CRT?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while providing income to the donor or beneficiaries. While …
Can I use estate planning to address complicated family dynamics?
Estate planning isn’t just about assets; it’s a powerful tool to navigate and even mitigate complicated family dynamics, offering a …
Can I prohibit disbursements to beneficiaries engaged in class action suits?
The question of whether you can prohibit disbursements to beneficiaries involved in class action lawsuits is complex, touching on the …
Can I structure a bypass trust to provide unequal distributions to children?
The question of whether a bypass trust can facilitate unequal distributions to children is a common one for estate planning …
Can I build a financial literacy curriculum into the trust?
The idea of incorporating a financial literacy component into a trust is gaining traction as estate planning attorneys recognize the …
Can I set up a charitable remainder trust with appreciated stock?
Yes, you absolutely can establish a charitable remainder trust (CRT) using appreciated stock, and it’s a powerful estate planning tool …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
Absolutely, incorporating a requirement for heirs to maintain a personal financial reserve before accessing trust funds is a sophisticated estate …
What Happens When There’s a Sudden Change in Circumstances Affecting a Trust?
The phone rang, shattering the silence of my morning coffee. It was Mrs. Peterson, her voice trembling with distress. Her …