Can a trust require regular beneficiary check-ins?
Yes, a trust can absolutely require regular beneficiary check-ins, and increasingly, well-drafted trusts *do* incorporate provisions for periodic reporting and …
Can a special needs trust support a digital planner for executive functioning?
The question of whether a special needs trust (SNT) can fund a digital planner for executive functioning is a surprisingly …
Is a testamentary trust valid in all 50 states?
Testamentary trusts, created within a will and coming into effect upon death, are generally valid in all 50 states, but …
Can a bypass trust provide income to my spouse during their lifetime?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a bypass trust provide a housing stipend for a relocating beneficiary?
The question of whether a bypass trust – a common estate planning tool used to minimize estate taxes and provide …
Can a bypass trust pay for private school or college?
The question of whether a bypass trust can fund private school or college tuition is a common one for estate …
Can a bypass trust pay for a beneficiary’s student loan debt?
The question of whether a bypass trust can pay a beneficiary’s student loan debt is a complex one, steeped in …
Can a bypass trust own a family vacation home?
The question of whether a bypass trust, also known as a B trust or a credit shelter trust, can own …
Can a bypass trust make periodic charitable donations on behalf of the family?
The question of whether a bypass trust – also known as a QTIP trust (Qualified Terminable Interest Property Trust) – …
Can a bypass trust include instructions for the donation of family documents to archives?
The question of whether a bypass trust can include instructions for the donation of family documents to archives is a …