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 …
What is a payback provision?
A payback provision, sometimes referred to as a “right of rescission” or a “step-up” provision, is a clause within an …
Can a testamentary trust reward military service with bonus distributions?
Testamentary trusts, created within a will, offer a flexible avenue for distributing assets after one’s passing, and increasingly, clients are …
Can I require succession planning training for beneficiaries?
Succession planning isn’t just for businesses; it’s increasingly relevant for families with substantial wealth and complex estates, and yes, you …
What is a testamentary trust?
A testamentary trust is a trust created within a will, taking effect only upon the death of the testator—the person …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for Ted Cook …
Can I establish a legacy website with estate planning funds?
The idea of preserving a digital legacy – a website dedicated to one’s life, work, or values – is gaining …