Can a bypass trust hold real estate?
Yes, a bypass trust, also known as a credit shelter trust or a B trust, can absolutely hold real estate. ...
Read moreCan the trust acquire new real estate holdings after my death?
Navigating the complexities of estate planning often brings up questions about the longevity and adaptability of a trust, particularly concerning ...
Read moreCan a trust be converted from first-party to third-party?
The conversion of a trust from first-party to third-party, while not a simple switch, is often achievable with careful planning ...
Read moreHow do I make changes to the trust after it’s created?
Creating a trust is a significant step in estate planning, but life is dynamic, and circumstances change; therefore, understanding how ...
Read moreCan a trust hold intellectual property rights?
Yes, a trust absolutely can, and often *should*, hold intellectual property (IP) rights. This is a crucial component of comprehensive ...
Read moreShould I update my trust when I buy property?
Acquiring property is a significant life event that often necessitates a review and potential update of your estate plan, particularly ...
Read moreHow does a trust impact my heirs’ inheritance tax?
Navigating the complexities of estate planning can feel like charting a course through unfamiliar waters, and understanding the potential tax ...
Read moreCan a bypass trust distribute funds as matching grants for beneficiary goals?
The question of whether a bypass trust can distribute funds as matching grants for beneficiary goals is a fascinating one, ...
Read moreCan a testamentary trust mandate support for bilingual education?
The ability of a testamentary trust to mandate support for bilingual education is a nuanced legal question, deeply rooted in ...
Read moreWhat is a grantor in an irrevocable trust?
An irrevocable trust, while offering powerful estate planning benefits, introduces a critical role: the grantor. The grantor, also known as ...
Read moreCan I add flexible caps for disbursements during inflation spikes?
Estate planning is often viewed as a static process—create a plan and let it ride. However, life, and especially the ...
Read moreCan I restrict access to funds for politically exposed persons?
Navigating the complexities of estate planning requires careful consideration of all potential risks, and that increasingly includes scrutiny of beneficiaries ...
Read moreCan a special needs trust support transition specialists for post-school life?
Navigating the transition from school to independent or supported living for individuals with special needs is a complex undertaking, and ...
Read moreCan the trust cover accessible tourism costs for educational trips?
Navigating the financial aspects of a trust, particularly when it comes to specialized expenses like accessible tourism for educational trips, ...
Read moreCan I limit the number of trust asset sales per year?
Navigating the complexities of trust administration, particularly regarding asset sales, is a common concern for trustees and beneficiaries alike. Many ...
Read moreCan I write a letter of wishes to accompany my testamentary trust?
A testamentary trust, established through your will, provides a structured way to manage and distribute your assets after you’re gone, ...
Read moreCan I structure a CRT to fund veterinary care programs?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool, and yes, it absolutely can be structured to fund ...
Read moreCan I include clauses requiring the charity to publish an annual impact report?
Estate planning is a deeply personal process, ensuring your assets are distributed according to your wishes and providing for loved ...
Read moreCan I create behavioral profiles to tailor beneficiary access?
The question of tailoring beneficiary access based on behavioral profiles is becoming increasingly relevant in modern estate planning, particularly as ...
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