Can a bypass trust contain dynamic clauses based on trust performance?
The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …
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Are there templates for revocable trusts?
While readily available online, using generic templates for revocable trusts can be a surprisingly risky endeavor, potentially leading to unintended …
Can I embed climate-conscious investing in my estate structure?
The increasing awareness of environmental issues is prompting many individuals to align their financial strategies with their values, even extending …
Do I need to re-notarize changes made to the trust?
Trusts are powerful estate planning tools, but they aren’t set in stone; amendments and modifications are often necessary as life …
Can I appoint an investment committee to oversee CRT assets?
Community Property Trusts (CPTs), also known as CRT assets, offer a unique estate planning tool, but managing those assets effectively …
Can I require oversight of financial behavior before disbursing major gifts?
The question of whether you can require oversight of financial behavior before disbursing major gifts, particularly within the framework of …
Can I convert a revocable trust to an irrevocable trust?
The question of converting a revocable trust to an irrevocable trust is a common one for estate planning clients, and …
Can I leave assets to a trust from another country?
Navigating international estate planning can seem complex, but it’s entirely possible to leave assets to a trust located in another …
Can a court invalidate my trust?
Trusts are powerful tools in estate planning, offering control over asset distribution and potentially minimizing estate taxes, however, they are …
Can I appoint an investment committee to oversee CRT assets?
Community Property Trusts (CPTs), increasingly popular in California estate planning, offer flexibility in managing assets for both spouses, even after …