Can I donate timberland or mineral rights to a CRT?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while providing income to the donor or beneficiaries. While …
Can I use a bypass trust to manage royalties from intellectual property?
A bypass trust, also known as a grantor retained annuity trust (GRAT), is a powerful estate planning tool, and its …
Can the executor of the estate also be the trustee of the trust?
It’s a common question, and the answer is generally yes, the executor of an estate can also be the trustee …
Can I require an annual meeting between trustees and beneficiaries?
The question of mandating annual meetings between trustees and beneficiaries is a common one for those involved in trust administration, …
Can the trust retain an accountant to assist with filings?
Absolutely, a trust can—and often *should*—retain an accountant to assist with tax filings and general financial management, ensuring compliance and …
Can a trust delay distributions in a recession?
The question of whether a trust can delay distributions during a recession is a common one for beneficiaries and trustees …
Can a trust cover pet therapy program enrollment fees?
The question of whether a trust can cover pet therapy program enrollment fees is increasingly common as people recognize the …
Can a trust buy and sell securities actively?
The question of whether a trust can actively buy and sell securities is a common one for those establishing estate …
Can a trust be used to support a non-citizen spouse?
The question of whether a trust can be used to support a non-citizen spouse is complex, and the answer is …
Can a trust be used for whistleblower rewards?
The question of whether a trust can be used to receive whistleblower rewards is a complex one, blending estate planning …