Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is complex, hinging on the …
Can a CRT be used as a contingent beneficiary if another trust fails?
The question of whether a Charitable Remainder Trust (CRT) can serve as a contingent beneficiary to another trust is a …
Can I reward philanthropic behavior through the trust?
Yes, absolutely you can reward philanthropic behavior through the structure of your trust, and it’s a remarkably effective way to …
Can the trust be used to pay for speech-language pathology assessments?
The question of whether a trust can be used to pay for speech-language pathology assessments is a common one, particularly …
Can a trust be structured to limit environmental impact?
The question of whether a trust can be structured to limit environmental impact is increasingly relevant as individuals and families …
Can a testamentary trust be used to hold investment properties?
Yes, a testamentary trust can absolutely be used to hold investment properties, offering a powerful estate planning tool for managing …
Can a special needs trust include a requirement for culturally competent care?
Absolutely, a special needs trust can, and arguably *should*, include requirements for culturally competent care, ensuring the beneficiary receives support …
Can I avoid capital gains by using a testamentary trust?
The question of avoiding capital gains tax through the use of a testamentary trust is a frequent one for estate …
Can a bypass trust allow discretionary distributions?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …
Can I direct the trust to hold long-term treasury bonds?
Absolutely, a trust can be directed to hold long-term treasury bonds, and this is a common strategy employed in estate …