Can the trust be used to access specialized recreation programs?
Navigating the world of special needs trusts and accessing specialized recreation programs for loved ones requires careful planning and understanding. …
Can the trust be required to support open-access educational materials?
The question of whether a trust can be required to support open-access educational materials is becoming increasingly relevant as philanthropic …
Can the trust be funded with savings bonds or treasury securities?
The question of whether a trust can be funded with savings bonds or treasury securities is a common one for …
Can the trust bar trustees from engaging in self-dealing?
The question of whether a trust can bar trustees from engaging in self-dealing is fundamental to the entire concept of …
Can the trust allow for vacation property time-sharing among heirs?
The question of whether a trust can facilitate time-sharing of vacation property among heirs is a common one for estate …
Can the trust allocate funds for nonprofit board memberships for beneficiaries?
The question of whether a trust can allocate funds for nonprofit board memberships for beneficiaries is a nuanced one, deeply …
Can the surviving spouse choose to opt out of a bypass trust?
The question of whether a surviving spouse can opt out of a bypass trust, also known as a credit shelter …
Can the trust adjust to changes in the law?
The question of whether a trust can adjust to changes in the law is paramount for anyone establishing or maintaining …
Can the surviving spouse choose to opt out of a bypass trust?
Bypass trusts, also known as credit shelter trusts or A-B trusts, are estate planning tools designed to minimize estate taxes …
Can the executor of the estate also be the trustee of the trust?
The question of whether an executor of an estate can simultaneously serve as the trustee of a trust is a …