Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust is a powerful tool for managing and protecting assets, but many clients wonder about controlling how those …
How Can a Revocable Living Trust Protect My Assets?
The insistent buzzing of my phone jolted me awake. It was 3:00 am, and a frantic voicemail from my sister …
Can I restrict use of trust funds for gambling or speculative investments?
Establishing a trust allows for remarkable control over how and when assets are distributed, and the question of restricting funds …
What credentials should I look for in an estate planning attorney near me?
The air hung heavy with unspoken tension. Martha clutched the worn phone, her knuckles white against the plastic. The lawyer’s …
What are my legal rights when facing issues with a trust attorney?
Rain lashed against the windows, mimicking the storm brewing inside me. I stared at the stack of documents, each page …
Can a bypass trust contain clauses for staggered disbursements over decades?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …
Can a bypass trust be used to provide income to a charitable remainder trust?
The interplay between bypass trusts and charitable remainder trusts (CRTs) is a sophisticated area of estate planning, often employed by …
Can a bypass trust be used to fund small business grants for heirs?
The question of whether a bypass trust – also known as a credit shelter trust – can be used to …
Can a bypass trust be used in conjunction with a revocable living trust?
The short answer is a resounding yes, and in fact, this is a very common and strategically advantageous estate planning …
Can a bypass trust be structured to fund a donor-advised fund upon termination?
The question of whether a bypass trust can be structured to fund a donor-advised fund (DAF) upon termination is a …