What happens if a minor inherits without a trust?
When a minor—someone under the age of 18 in most states—inherits property, the situation becomes legally complex and requires court …
Can I allow trustee discretion to block distributions in unstable financial markets?
The question of whether to allow a trustee discretion to block distributions in unstable financial markets is a critical one …
Can I allow the trust to match earned income of a beneficiary?
The question of whether a trust can match the earned income of a beneficiary is a common one, particularly for …
Can I allow portions of my estate to follow performance-based triggers?
The concept of performance-based estate planning, where distributions to beneficiaries are tied to achieving specific milestones or behaviors, is gaining …
Can I allow in-kind distributions of property from the bypass trust?
The bypass trust, also known as a credit shelter trust or a B trust, is a powerful estate planning tool …
Can I allow for income redistribution within my estate based on need?
The question of whether you can redistribute income within your estate based on need is a common one for many …
Can I allow early distributions from the trust if estate tax law changes?
The question of allowing early distributions from a trust due to changes in estate tax law is a complex one, …
Can I allow a trustee to merge or split trusts for efficiency?
The question of whether a trustee can merge or split trusts for efficiency is a common one for beneficiaries and …
Can Beneficiaries Remove a Trustee?
The question of whether beneficiaries can remove a trustee is surprisingly complex and depends heavily on the specific terms of …
Can an irrevocable trust reduce estate taxes?
Estate planning is a complex field, often perceived as daunting, yet profoundly important for securing one’s financial future and ensuring …