What happens to royalties in an irrevocable trust?
Royalties, those delightful streams of income from creative works, intellectual property, or natural resources, require careful consideration when incorporated into …
Is disinheriting someone in a trust more secure than a will?
The question of whether disinheriting someone within a trust is more secure than doing so in a will is a …
Can I fund a CRT through installment contributions?
Yes, you absolutely can fund a Charitable Remainder Trust (CRT) through installment contributions, offering a flexible approach to significant charitable …
Can I include education savings accounts for grandchildren through the bypass trust?
Establishing a comprehensive estate plan is crucial for ensuring your assets are distributed according to your wishes and minimizing potential …
Can the trustee be sued?
The possibility of a trustee facing a lawsuit is a significant concern for anyone taking on this fiduciary role, and …
Can I assign a financial mentor for young beneficiaries?
The question of guiding young beneficiaries toward financial responsibility is a common one for estate planning attorneys like myself here …
Can a CRT include provisions for charitable naming rights?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a special needs trust pay for travel or vacations?
The question of whether a special needs trust (SNT) can cover travel or vacations is a common one, and the …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
Yes, you can absolutely include a charity from a donor-advised fund (DAF) network as a beneficiary of your Charitable Remainder …
How do I dispute an error involving a trust agreement?
The air hung thick with tension as Maria stared at the document in front of her, her brow furrowed in …