Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can the trust require court supervision of distributions over a threshold?
Yes, a trust can absolutely require court supervision of distributions once they exceed a predetermined monetary threshold, providing an extra …
Can I create multiple trusts for different goals?
Absolutely, creating multiple trusts tailored to different goals is not only possible, but often a highly effective estate planning strategy, …
Can a special needs trust fund resilience-building classes?
The question of whether a special needs trust (SNT) can fund resilience-building classes is multifaceted, touching upon the core principles …
How do I get repairs done fast by an estate planning lawyer near by?
The old, Spanish-style roof had finally given way after years of relentless sun and Santa Ana winds. A deluge poured …
Can I appoint a digital guardian to manage my online presence?
The question of appointing a digital guardian to manage one’s online presence is becoming increasingly relevant in our interconnected world, …
What’s the temporary solution for a trust dispute?
The phone rang, piercing the afternoon quiet. It was Maria, her voice laced with panic. “My brother and I can’t …
Can a bypass trust restrict distributions based on a financial needs test?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can legitimately restrict distributions …
How Can I Prevent Further Issues With My Estate Documents?
The antique grandfather clock chimed twice, a somber sound that echoed through the dimly lit study. Margaret clutched the manila …
How Can I Protect My Family’s Future Through Estate Planning?
The rain lashed against the windows, mimicking the storm brewing inside Emily. Her father had recently passed away unexpectedly, leaving …