Can a bypass trust be used to cover IVF treatments?
The question of whether a bypass trust can cover In Vitro Fertilization (IVF) treatments is complex, intertwining estate planning law …
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Can I make distributions conditional on estate-wide goals being met?
The question of whether you can make distributions from a trust conditional on estate-wide goals being met is a complex …
Can a trust take out a loan or mortgage?
Yes, a trust can indeed take out a loan or mortgage, but it’s not as straightforward as an individual applying. …
Can a bypass trust specify residency requirements for trustees?
Yes, a bypass trust can absolutely specify residency requirements for trustees, though the specifics and enforceability depend heavily on state …
Can the CRT pay income to a qualified pension plan?
A Charitable Remainder Trust (CRT) can indeed pay income to a qualified pension plan, offering a sophisticated estate planning strategy …
Can a CRT be set up using a donor-advised fund intermediary?
Charitable Remainder Trusts (CRTs) offer a powerful way to achieve both financial and philanthropic goals, and increasingly, donors are exploring …
Can I make distributions conditional on estate-wide goals being met?
The question of whether distributions from a trust can be conditional on meeting estate-wide goals is a nuanced one, often …
Can a trust take out a loan or mortgage?
Yes, a trust can indeed take out a loan or mortgage, but it’s considerably more complex than an individual applying. …
Is a testamentary trust revocable or irrevocable?
A testamentary trust, created through a will, presents a unique situation regarding its revocability; it’s neither immediately revocable nor completely …
How do I ensure my testamentary trust is enforceable?
A testamentary trust, created within a will, can be a powerful tool for managing assets and providing for beneficiaries after …