What legal risks do DIY estate plans carry?
The flickering fluorescent light buzzed overhead as Sarah frantically sifted through stacks of paperwork. Her grandmother, who had always been …
Can I give my trustee discretion over reallocating unused funds?
Estate planning, particularly involving trusts, often raises questions about the extent of a trustee’s authority. A common inquiry centers around …
Can I give heirs the option to delay their inheritance for tax benefits?
Estate planning is often perceived as a straightforward distribution of assets, but a sophisticated approach involves considering the tax implications …
Can I fund reentry services for family members transitioning from incarceration?
The question of financially supporting a family member’s reintegration after incarceration is a compassionate one, and increasingly common as awareness …
Can I fund home renovations through a limited-use distribution clause?
The question of whether you can fund home renovations through a limited-use distribution clause within a trust is a common …
Can I fund creative grants through the trust?
The question of whether you can fund creative grants through a trust is a common one for clients of estate …
Can I fund a time capsule or archive project through the estate?
The prospect of funding a time capsule or archive project through one’s estate is increasingly popular, reflecting a desire to …
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I ensure children from all marriages are treated fairly in my plan?
Navigating blended families and estate planning requires careful consideration to ensure fairness and prevent future disputes. Many individuals entering second …
Can I enable heirs to form a trust-owned co-op for shared assets?
The concept of enabling heirs to form a trust-owned cooperative for shared assets is intriguing and, with careful planning, entirely …