Can a CRT benefit a social enterprise structured as a hybrid entity?
Charitable Remainder Trusts (CRTs) can indeed benefit a social enterprise structured as a hybrid entity, though the structure requires careful …
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Can a testamentary trust help manage family-controlled trademarks or brands?
A testamentary trust can indeed be a powerful tool for managing family-controlled trademarks or brands, offering a structured approach to …
Can a special needs trust help pay for advocacy services?
Navigating the complexities of care and support for a loved one with special needs often requires more than just financial …
How do I keep my testamentary trust private?
Testamentary trusts, established through a will, offer a powerful way to manage assets after death, but maintaining privacy around these …
How can the trust be coordinated with a benefits eligibility review?
Coordinating a trust with benefits eligibility reviews, particularly for programs like Medicaid (Medi-Cal in California) and Supplemental Security Income (SSI), …
Can the trust contribute to an ABLE account?
ABLE accounts, or Achieving a Better Life Experience accounts, are tax-advantaged savings accounts for individuals with disabilities. These accounts allow …
Can a bypass trust distribute income to multiple generations?
The short answer is yes, a bypass trust, also known as a generation-skipping trust, is specifically designed to distribute assets …
Can a testamentary trust fund insurance coverage for heirs?
A testamentary trust, established through a will, can indeed hold life insurance policies for the benefit of heirs, though the …
Can a CRT serve as a hedge against estate tax reform?
The question of whether a Charitable Remainder Trust (CRT) can effectively serve as a hedge against estate tax reform is …
Can the trust disallow purchases over a certain dollar amount without prior approval?
Absolutely, a trust can – and often should – disallow purchases over a certain dollar amount without prior approval, providing …