Is a trust better than joint tenancy for real estate?
The question of whether a trust or joint tenancy is better for holding real estate is a common one for …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, established within a will and taking effect after death, offer a unique set of potential tax benefits, though …
Can the trust continue if one beneficiary passes away?
Yes, the continuation of a trust after the passing of a beneficiary is a common concern and the answer is …
Are testamentary trusts appropriate for young adult beneficiaries?
Testamentary trusts, established through a will and coming into effect after death, can be surprisingly beneficial for young adult beneficiaries, …
Can I prohibit trust-purchased items from being resold within a time window?
The question of restricting the resale of assets held within a trust is a common one, and the answer is …
Can a trust support social media content moderation for the beneficiary?
The question of whether a trust can support social media content moderation for a beneficiary is increasingly relevant in today’s …
Can a bypass trust be funded incrementally rather than in a lump sum?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can a special needs trust pay for participation in clinical drug trials?
The question of whether a special needs trust (SNT) can pay for participation in clinical drug trials is complex, heavily …
Can estate planning account for inflation?
Absolutely, thoughtful estate planning can and *should* account for inflation to preserve the real value of your assets for your …
Can I include charitable obligations in the estate structure?
Absolutely, incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes …