Can a bypass trust include financial literacy requirements before disbursement?
The concept of a bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed …
Can I require drug testing before distributions are made?
The question of whether a grantor can require drug testing as a condition for distributions from a trust is a …
Can I include trust terms for funding emergency evacuation plans?
The question of incorporating provisions for funding emergency evacuation plans within a trust is increasingly relevant, especially given the rise …
Are testamentary trusts subject to inheritance reporting laws in every state?
Testamentary trusts, created within a will and activated upon death, present a unique challenge when it comes to inheritance reporting …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust, a crucial component of many estate plans crafted by …
Can I use a revocable trust for philanthropy?
Yes, a revocable living trust can absolutely be a powerful tool for philanthropic endeavors, allowing for both control during your …
What kinds of expenses can a testamentary trust legally cover?
A testamentary trust, established through a will and coming into effect after death, is a powerful tool for managing assets …
Can a trust deny distributions for beneficiaries under investigation?
The question of whether a trust can deny distributions to a beneficiary under investigation is complex, hinging on the specific …
Are testamentary trusts subject to inheritance reporting laws in every state?
Testamentary trusts, created through a will, are indeed generally subject to inheritance reporting laws, though the specifics vary significantly from …
Can I require a minimum balance be retained in the bypass trust at all times?
The question of maintaining a minimum balance within a bypass trust, also known as a credit shelter trust or an …