Can a special needs trust hold membership in a co-op or HOA?
The question of whether a special needs trust (SNT) can hold membership in a cooperative (co-op) or Homeowners Association (HOA) …
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Can a bypass trust be used to establish a family endowment fund?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed be a powerful tool in establishing a …
Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust can be funded by retirement account proceeds is a complex one, deeply intertwined …
Can I appoint someone to act as a family historian through the trust?
The question of designating a family historian within a trust is an increasingly popular one, reflecting a desire to preserve …
Can a testamentary trust be used to fund a life insurance policy?
Yes, a testamentary trust can absolutely be used to fund a life insurance policy, though it’s a slightly less common …
Can I require beneficiaries to meet life goals before inheriting?
The desire to incentivize positive life choices in one’s heirs is a common one, and thankfully, modern estate planning tools …
Can a bypass trust be used to establish a family endowment fund?
A bypass trust, also known as a credit shelter trust, can absolutely be a foundational element in establishing a family …
Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust can be funded by retirement account proceeds is a complex one, requiring careful …
Can I split a bypass trust into separate trusts for each child?
The question of dividing a bypass trust – also known as a credit shelter trust or a Section 2056 trust …
Can I require annual updates to the estate plan by trustees?
Estate planning is not a one-time event, but rather an ongoing process, and while a trustee doesn’t typically *require* annual …