Can the CRT be designed for phased income beneficiary transitions?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be designed to facilitate phased income beneficiary transitions, offering a sophisticated approach …
Can a testamentary trust be used in high net worth estate planning?
Yes, a testamentary trust is frequently, and powerfully, utilized in high net worth estate planning, offering a level of control …
Can I require trustee rotation every five years?
The question of whether you can require trustee rotation every five years is a nuanced one, deeply embedded in the …
Can the trust be funded by disclaiming property from the estate?
Yes, a trust can absolutely be funded, at least in part, by disclaiming property from an estate; however, it’s a …
Can I choose a foreign charity as a remainder beneficiary?
The question of designating a foreign charity as a remainder beneficiary in an estate plan is complex, but generally permissible …
Can I structure the trust to support cooperative housing for beneficiaries?
Establishing a trust to facilitate cooperative housing for beneficiaries is indeed possible, though it requires careful planning and a nuanced …
Can the trust distribute funds for weddings or milestones?
Absolutely, a properly drafted trust can distribute funds for weddings or other significant life milestones, but it requires careful planning …
Can a charitable remainder trust provide income to someone other than me?
Absolutely, a charitable remainder trust (CRT) is a powerful estate planning tool that allows you to donate assets to charity …
Can I make changes to a revocable trust at any time?
Yes, generally you can make changes to a revocable trust at any time, as long as you are mentally competent …
Can a bypass trust hold income-generating rental properties?
Yes, a bypass trust, also known as a credit shelter trust or a B trust, can absolutely hold income-generating rental …