Are there estate planning strategies for reducing income tax liability?
Estate planning is often viewed solely through the lens of asset distribution after one’s passing, but a robust plan can …
Can I restrict access to digital files in a trust?
The question of controlling access to digital assets within a trust is becoming increasingly relevant in today’s world, as more …
Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can I limit trust investments to companies that align with family values?
The question of aligning trust investments with family values is increasingly common, reflecting a growing desire for socially responsible investing …
Can the trust be used to purchase carbon offsets annually?
The question of whether a trust can be used to purchase carbon offsets annually is gaining traction as environmental consciousness …
Do I need to retitle assets to the name of the trust?
Establishing a trust is a significant step in estate planning, but it’s often misunderstood that simply *creating* the document is …
Can a testamentary trust support a spouse?
A testamentary trust, established through a will and taking effect after death, can absolutely provide support for a surviving spouse, …
Can the trust allow early access to capital for charitable emergencies?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can estate planning be used to avoid guardianship proceedings?
Estate planning, while often associated with wills and asset distribution after death, plays a surprisingly vital role in proactively avoiding …
Can I make quarterly disbursements conditional on market performance?
The idea of tying quarterly distributions from a trust to market performance is becoming increasingly popular, particularly among beneficiaries who …