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 …
Can a special needs trust fund subscriptions for accessible reading materials?
The question of whether a special needs trust (SNT) can fund subscriptions for accessible reading materials is a common one, …
Can a trust include clauses to fund entrepreneurial risk?
Absolutely, a trust can, and increasingly does, include clauses specifically designed to fund entrepreneurial risks, offering a unique and flexible …
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, especially when excluding a beneficiary from knowledge of its existence, is a complex one …
Can the trust establish a mental health emergency response fund?
Establishing a mental health emergency response fund within a trust is a growing area of estate planning, reflecting a heightened …
Can the trust pay to defend a beneficiary’s intellectual property rights?
The question of whether a trust can pay to defend a beneficiary’s intellectual property (IP) rights is a complex one, …
Can I require beneficiaries to participate in family-run nonprofits?
The question of compelling beneficiaries to engage with family-run nonprofits is a complex one, fraught with legal and ethical considerations, …