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Can a bypass trust invest in life insurance?

June 9, 2025 by admin

The question of whether a bypass trust, also known as a credit shelter trust, can invest in life insurance is …

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Can I build in ESG guidelines for trust investments?

June 5, 2025 by admin

Increasingly, individuals and families are not only focused on financial returns from their trust investments but also on the societal …

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Can a CRT be funded with real estate in an LLC?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a sophisticated strategy for charitable giving coupled with potential income tax benefits, but the intricacies …

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Can a testamentary trust penalize risky investment behavior?

June 5, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, offer a fascinating degree of control over inherited assets, …

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Can the trust carry on if the trustee resigns?

June 5, 2025 by admin

The continuity of a trust is a frequent concern for those establishing estate plans, and the question of what happens …

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Can I combine bypass trust terms with a generation-skipping trust structure?

June 5, 2025 by admin

Combining bypass trust terms with a generation-skipping trust (GST) structure is indeed possible, and often a sophisticated estate planning technique …

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Can I include property-sharing agreements among heirs?

June 5, 2025 by admin

The question of dividing assets among heirs, particularly when it comes to specific property, is a common one in estate …

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Can I require a trustee to complete background checks for vendors?

June 5, 2025 by admin

As a trustee in California, navigating the complexities of managing trust assets requires diligent oversight, and that certainly extends to …

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Can I name a friend or relative as trustee of a bypass trust?

June 5, 2025 by admin

Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to take advantage of the federal estate …

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Can the trust subsidize costs of workplace accommodations?

June 5, 2025 by admin

Navigating the intersection of special needs trusts and workplace accommodations can be complex, but understanding the possibilities is crucial for …

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  • Can a bypass trust invest in life insurance?
  • Can I build in ESG guidelines for trust investments?
  • Can a CRT be funded with real estate in an LLC?

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