Can a CRT make distributions to pay off a mortgage on my residence?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a trust pay for home-based employment infrastructure?
Yes, a trust can absolutely pay for home-based employment infrastructure, but the specifics depend heavily on the trust’s terms, the …
Can a trust be moved to another state?
The question of relocating a trust to another state is a common one, especially as individuals move or seek to …
Can a trust have a backup administrator besides the trustee?
Establishing a trust is a significant step in estate planning, ensuring your assets are managed and distributed according to your …
How do testamentary trusts fit into long-term estate planning?
Testamentary trusts are powerful tools woven into the fabric of a comprehensive estate plan, activated only upon the death of …
How does a trust work in a blended family situation?
Navigating estate planning in a blended family—one with children from previous relationships—requires a thoughtful and nuanced approach to ensure fairness, …
Can a special needs trust fund relocation due to natural disaster displacement?
The question of relocating a special needs trust (SNT) due to natural disaster displacement is complex, requiring careful consideration of …
Can a CRT qualify as a split-interest trust for IRS purposes?
A Charitable Remainder Trust (CRT) absolutely can qualify as a split-interest trust for IRS purposes, and understanding this distinction is …
Can I create educational endowments for descendants through estate planning?
Yes, establishing educational endowments for descendants is a powerful and increasingly popular component of comprehensive estate planning, allowing individuals to …
Can I fund apprenticeships through the trust?
Establishing a trust is a powerful tool for wealth management, but many clients wonder about its flexibility beyond traditional distributions …