Who can explain the difference between revocable and irrevocable trusts?
The air hung heavy in the cluttered office, filled with the scent of stale coffee and desperation. Mrs. Ramirez clutched …
Can I fund a family travel grant through my estate?
The desire to leave a legacy that extends beyond financial inheritance is increasingly common, and many individuals are exploring ways …
Can I fund a CRT through a charitable installment sale?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I fund a bypass trust with jointly owned property?
The question of whether you can fund a bypass trust – also known as a credit shelter trust or an …
Can I force the sale of specific assets at liquidation?
The question of whether you can force the sale of specific assets during the liquidation of a Trust is a …
Can I exclude individuals based on relationship status?
The question of whether you can exclude individuals from a trust based on their relationship status is complex and often …
Can I establish voting rights within my family around trust decisions?
The question of establishing voting rights within a family trust is a surprisingly common one, particularly as families grow and …
Can I establish protocols for resolving family disagreements?
Estate planning, while often focused on the distribution of assets, fundamentally centers on people—and the relationships between them. For Steve …
Can I disallow investments in weapons manufacturers?
The question of ethically aligning your investments with your values is becoming increasingly prevalent, and the ability to exclude specific …
Can I direct the trust to acquire land for future generations?
The question of whether a trust can be directed to acquire land for future generations is a common one, particularly …