Can a bypass trust invest in life insurance?
The question of whether a bypass trust, also known as a credit shelter trust, can invest in life insurance is …
Can I build in ESG guidelines for trust investments?
Increasingly, individuals and families are not only focused on financial returns from their trust investments but also on the societal …
Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) offer a sophisticated strategy for charitable giving coupled with potential income tax benefits, but the intricacies …
Can a testamentary trust penalize risky investment behavior?
Testamentary trusts, established through a will and taking effect after death, offer a fascinating degree of control over inherited assets, …
Can the trust carry on if the trustee resigns?
The continuity of a trust is a frequent concern for those establishing estate plans, and the question of what happens …
Can I combine bypass trust terms with a generation-skipping trust structure?
Combining bypass trust terms with a generation-skipping trust (GST) structure is indeed possible, and often a sophisticated estate planning technique …
Can I include property-sharing agreements among heirs?
The question of dividing assets among heirs, particularly when it comes to specific property, is a common one in estate …
Can I require a trustee to complete background checks for vendors?
As a trustee in California, navigating the complexities of managing trust assets requires diligent oversight, and that certainly extends to …
Can I name a friend or relative as trustee of a bypass trust?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to take advantage of the federal estate …
Can the trust subsidize costs of workplace accommodations?
Navigating the intersection of special needs trusts and workplace accommodations can be complex, but understanding the possibilities is crucial for …