Can a bypass trust be dissolved early if no longer needed?
Bypass trusts, also known as credit shelter trusts, are commonly established within estate planning strategies to maximize the use of …
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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 values or …
Can I choose my own trustee?
Absolutely, you have the right to choose your own trustee when establishing a living trust, and it’s one of the …
Can the trust fund continued care planning after I pass away?
The question of whether a trust fund can continue care planning after your passing is a crucial one for many …
What are the formalities required to make a trust legally valid?
Establishing a trust is a powerful tool for estate planning, but it’s crucial to understand that simply *wanting* assets distributed …
Can a CRT protect assets from creditors?
Community Property Trusts (CRTs) are increasingly popular estate planning tools in California, and a common question is whether they offer …
Can I include personal values or ethics in trust terms?
The question of incorporating personal values or ethics into trust terms is increasingly common, reflecting a desire for estate planning …
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 include a moral clause restricting use of funds for unethical purposes?
The question of incorporating a “moral clause” into a trust, restricting the use of funds for purposes deemed unethical, is …