Can a CRT fund a literary prize named after my family?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that allow individuals to donate assets to a charity while retaining …
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Can I place funds in a trust that only become available during a recession?
Yes, it is indeed possible to structure a trust so that funds are only available to beneficiaries during specific economic …
Can a special needs trust offer resources for supported decision-making models?
Absolutely, a special needs trust can be a powerful tool to facilitate and fund supported decision-making models, enabling individuals with …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust can terminate automatically upon reaching a certain asset threshold is complex and depends …
Can I allocate a portion of my business succession plan to a CRT?
Certainly, allocating a portion of your business succession plan to a Charitable Remainder Trust (CRT) is a sophisticated estate planning …
Can a special needs trust fund subscriptions for accessible reading materials?
Absolutely, a special needs trust can, and often should, fund subscriptions for accessible reading materials, provided it aligns with the …
Can I require the trust to maintain a percentage in liquid assets?
Absolutely, you can, and often should, require a trust to maintain a certain percentage in liquid assets, ensuring the trust …
Can a testamentary trust be used to fund a life insurance policy?
A testamentary trust, created within a will, can indeed be designated as the beneficiary of a life insurance policy, though …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The concept of a bypass trust, also known as a credit shelter trust, is designed to take advantage of the …
Can I allocate a portion of my business succession plan to a CRT?
Absolutely, incorporating a Charitable Remainder Trust (CRT) into your business succession plan is a sophisticated strategy that can provide significant …