Can a charitable remainder trust include environmental or ethical investment guidelines?
The question of whether a charitable remainder trust (CRT) can incorporate environmental, social, and governance (ESG) or ethical investment guidelines …
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Can a bypass trust transfer its ownership interests to another trust?
The question of whether a bypass trust, also known as a credit shelter trust, can transfer its ownership interests to …
Can a bypass trust support religious or faith-based education for beneficiaries?
The question of whether a bypass trust can support religious or faith-based education for beneficiaries is a common one for …
Can a bypass trust support emergency travel expenses?
The question of whether a bypass trust can support emergency travel expenses is a common one for estate planning attorneys …
Can a bypass trust sponsor wellness evaluations every five years?
The question of whether a bypass trust can sponsor wellness evaluations every five years delves into the intricacies of irrevocable …
Can a bypass trust restrict distributions to beneficiaries with debt issues?
The question of whether a bypass trust—also known as a QTIP trust (Qualified Terminable Interest Property Trust)—can restrict distributions to …
Can a bypass trust reduce the size of my probate estate?
Estate planning, while often perceived as a task for later in life, is a crucial step in ensuring your assets …
Can a bypass trust restrict any investment in companies with human rights violations?
The question of whether a bypass trust can restrict investments in companies with human rights violations is increasingly relevant as …
Can a bypass trust reduce the size of my taxable estate?
The question of minimizing estate taxes is paramount for many high-net-worth individuals, and a bypass trust – also known as …
Can a bypass trust provide monthly allowances instead of lump sums?
The question of whether a bypass trust – also known as a marital trust or an A-B trust, though less …