Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a common one, and the answer …
Can I allow third-party audits of trust activity?
Trusts, while offering robust asset protection and estate planning benefits, often operate with a degree of privacy; however, circumstances may …
Can I require the trustee to publish annual financial summaries?
As a beneficiary of a living trust, the question of transparency regarding financial matters is crucial, and yes, you can …
Can I place intellectual property rights into a testamentary trust?
Yes, you absolutely can place intellectual property (IP) rights—like copyrights, patents, trademarks, and trade secrets—into a testamentary trust, though it …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust absolutely can distribute funds on a monthly schedule, and in many cases, that’s precisely what’s …
Are there penalties for not following the trust terms?
Trusts are powerful estate planning tools, but their effectiveness hinges on adherence to the terms outlined in the governing document; …
Can a special needs trust fund a financial contingency planning course?
The question of whether a Special Needs Trust (SNT) can fund a financial contingency planning course is complex, but generally, …
Can I require the trustee to publish annual financial summaries?
As a beneficiary of a trust, the question of transparency and accountability is paramount, and requiring annual financial summaries from …
Can a CRT be designed to comply with international philanthropic laws?
Charitable Remainder Trusts (CRTs) present a fascinating intersection of estate planning, tax law, and increasingly, international philanthropic goals; while traditionally …
Can I require conflict resolution workshops for the family?
Navigating family dynamics, especially when estate planning is involved, often reveals underlying tensions and potential conflicts that can derail even …