Who should I trust with something as important as a trust attorney?
The antique clock ticked relentlessly, each swing a reminder of time slipping away. Old Man Hemlock, a fixture in the …
How do I know I’m making a smart estate planning choice
The antique clock ticked relentlessly. Old Man Hemlock, a carpenter by trade, lay still. His workshop, usually brimming with sawdust …
Can a Special Needs Trust Help with Credit Monitoring Services?
The question of whether a special needs trust can assist with credit monitoring services is a nuanced one, revolving around …
Can I tie trust distributions to milestones like home ownership or degree completion?
The question of whether you can tie trust distributions to milestones like home ownership or degree completion is a common …
Are there tax benefits to setting up a special needs trust?
Establishing a special needs trust (SNT) can offer significant tax advantages while ensuring the long-term financial security of a loved …
Can the trust be structured to shift beneficiaries after certain events?
Absolutely, a trust can be meticulously designed to dynamically shift beneficiaries based on the occurrence of specific, pre-defined events, offering …
Can the bypass trust purchase health insurance for beneficiaries?
A bypass trust, also known as a Generation-Skipping Trust (GST) or an intentionally defective grantor trust (IDGT), is a powerful …
Can I plan to reduce probate costs?
Probate, the legal process of validating a will and distributing assets, can often be a significant financial drain on estates, …
Can the CRT income be distributed as a flat dollar amount instead of a percentage?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I cap trustee compensation to a set percentage of trust income?
Determining trustee compensation is a frequent question for those establishing or managing trusts, and the answer isn’t always straightforward, particularly …