Can a Bypass Trust be Structured as a Dynasty Trust?
The intersection of bypass trusts and dynasty trusts represents a sophisticated estate planning strategy aimed at maximizing wealth transfer across …
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Can a special needs trust include protections against financial predators?
Establishing a special needs trust (SNT) is a crucial step for families seeking to provide long-term care for a loved …
Can I include personal values or ethics in trust terms?
The question of whether personal values or ethics can be included in trust terms is increasingly common, and the answer …
Can I include a data usage allowance in trust disbursements?
The question of whether a trust can include disbursements for data usage, like cell phone or internet access, is increasingly …
Can a bypass trust be funded solely with personal savings?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I create a requirement for beneficiaries to mentor the next generation?
Absolutely, incorporating a mentorship requirement for beneficiaries within a trust or estate plan is a creative and increasingly popular way …
Can a CRT be part of a philanthropic exit strategy for business founders?
Charitable Remainder Trusts (CRTs) offer a sophisticated tool for business founders looking to exit their company while simultaneously fulfilling philanthropic …
Can a testamentary trust be used in estate equalization?
Estate equalization, the process of fairly distributing assets among heirs, can be complex, particularly when dealing with unequal asset values …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of whether a bypass trust can be transitioned into a donor-advised fund (DAF) upon termination is complex and …
Does Medicaid require repayment after the beneficiary dies?
Yes, Medicaid generally requires repayment of certain benefits after the beneficiary’s death, a process known as estate recovery. This isn’t …