Are marital trusts allowed to invest in high-risk or speculative assets?
Marital trusts, also known as Qualified Personal Residence Trusts (QPRTs) or Bypass Trusts, are powerful tools in estate planning, designed …
Can a bypass trust provide lifetime income to the spouse and then go to charity?
Absolutely, a bypass trust, also known as a marital trust or a “B” trust, can be meticulously structured to provide …
Can a trust pay for estate planning for the beneficiary?
The question of whether a trust can pay for estate planning for its beneficiary is a nuanced one, and the …
Can I assign estate performance bonuses to family advisors?
The question of compensating family advisors through performance-based bonuses within an estate plan is complex, touching on legal, ethical, and …
Can I restrict trust payments during periods of political instability?
The question of restricting trust payments due to political instability is a complex one, heavily reliant on careful drafting and …
Can I close a trust before I die?
Yes, it is absolutely possible to close a trust before you pass away, though the process isn’t always straightforward and …
Can a bypass trust restrict use of funds for elective surgeries?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can a trust pay for estate planning for the beneficiary?
The question of whether a trust can pay for estate planning for a beneficiary is a surprisingly common one, and …
Can the CRT allow for media coverage restrictions during remainder disbursement?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, and the question of controlling information flow, specifically …
Can I create a private family trust company through estate planning?
Creating a Private Family Trust Company (PFTC) is an increasingly popular, yet complex, estate planning strategy for high-net-worth individuals and …