Can a marital trust protect my estate from stepchildren’s claims?
Estate planning, particularly when blended families are involved, demands careful consideration. A marital trust, also known as a Qualified Terminable …
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Can a bypass trust include digital watermarking of trust documents?
The question of incorporating digital watermarking into the administration of a bypass trust—a powerful estate planning tool—is increasingly relevant in …
Can a special needs trust support remote work accommodations?
The question of whether a special needs trust can support remote work accommodations is becoming increasingly relevant as the modern …
Can a bypass trust be funded through a disclaimer by the surviving spouse?
The question of whether a bypass trust can be funded through a disclaimer by the surviving spouse is a complex …
What if I want to move assets out of the trust?
Moving assets out of a trust, while seemingly straightforward, requires careful consideration and adherence to the trust’s governing document and …
Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common one for estate planning, and the answer is …
Can a trust adjust for changing tax brackets of the beneficiary?
Absolutely, a well-drafted trust can be designed to adjust distributions to a beneficiary based on changes in their tax bracket, …
What happens when a testamentary trust ends?
A testamentary trust, created within a will, is a powerful tool for managing assets after someone passes away, but like …
What is a testamentary trust?
A testamentary trust is a trust created within a will, coming into effect only *after* the death of the will’s …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for those establishing …