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 …
How important is it to have a trustee who understands your wishes?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My father’s will, once a beacon of security, …
Can I define emergency-only access rules for trust funds?
The concept of defining emergency-only access rules for trust funds is a frequent inquiry for individuals seeking to establish estate …
Can I define a legacy narrative for the trust?
Estate planning, at its core, isn’t just about distributing assets; it’s about conveying values, stories, and a personal history to …
Can I create sub-trusts within a bypass trust for each child?
The question of whether you can create sub-trusts within a bypass trust, specifically for each child, is a common one …
Can I create rules for using inherited vehicles?
Inheriting a vehicle is a common occurrence, often accompanied by questions about usage and responsibility. While the transfer of ownership …
Can I create restrictions based on the political activity of heirs?
The question of whether you can restrict distributions from a trust based on the political activities of your heirs is …