Can a bypass trust transfer its ownership interests to another trust?
Absolutely, a bypass trust, also known as a credit shelter trust or an exemption trust, can indeed transfer its ownership …
Can a special needs trust include an allowance for a home cleaning service?
Absolutely, a special needs trust can, and often *should*, include an allowance for services like a home cleaning service, provided …
Can I create a testamentary trust through a will?
Yes, you absolutely can create a testamentary trust through your will, and it’s a common estate planning tool utilized by …
Can I create a co-trustee model with rotating leadership?
Yes, establishing a co-trustee model with rotating leadership is absolutely possible and, in many cases, a very beneficial strategy for …
Can I authorize annual trust performance evaluations?
Establishing a trust is a significant step in securing your financial future and providing for loved ones, but it’s not …
Can a bypass trust transfer its ownership interests to another trust?
Yes, a bypass trust, also known as a credit shelter trust or a B trust, can indeed transfer its ownership …
Can a special needs trust include an allowance for a home cleaning service?
Absolutely, a special needs trust can, and often *should*, include an allowance for a home cleaning service, as it directly …
Can I restrict political activity funded by the trust?
The question of restricting political activity funded by a trust is a growing concern for many individuals, particularly in today’s …
Can the trust support hiring of a housing advocate?
Navigating the complexities of elder care and ensuring a comfortable living situation for beneficiaries is a core concern for many …
Can I limit distributions if estate law changes reduce tax exposure?
Estate planning is a dynamic process, not a static document, and the ability to adjust distributions to minimize tax exposure …