Can a bypass trust contain social credit or behavior tracking clauses?
The idea of incorporating “social credit” or behavior tracking clauses into a bypass trust – or any estate planning document …
Can a special needs trust provide home internet upgrades for telehealth access?
The question of whether a special needs trust (SNT) can fund home internet upgrades to facilitate telehealth access is increasingly …
What reports are trustees required to make?
Trustees shoulder a significant responsibility, not only in managing assets but also in providing transparent accounting to beneficiaries and, in …
Can I restrict trust investments to U.S.-based companies?
The question of whether you can restrict trust investments to U.S.-based companies is a common one, and the answer is …
Can my trust be sued?
Yes, a trust, despite its perceived protective qualities, can absolutely be sued, and understanding the potential liabilities is crucial for …
Can the trust prohibit donations to political campaigns?
The question of whether a trust can prohibit donations to political campaigns is complex, hinging on the balance between the …
Can beneficiaries challenge the trustee’s actions?
Trusts are powerful tools for managing and distributing assets, but disputes can arise, especially concerning the actions of the trustee. …
What reports are trustees required to make?
Trustees have a fundamental duty to administer a trust prudently and in the best interests of the beneficiaries, and a …
Can my plan provide for income-generating property maintenance funding?
Estate planning isn’t just about what happens *after* you’re gone; it’s about managing your assets, both during your life and …
Can the CRT support capital reserve accounts for named charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …