Can I establish a rolling trust with automatic renewal conditions?
The concept of a “rolling trust” – a trust that automatically renews or resets – isn’t a standard legal construct …
What happens if I die without a will containing a testamentary trust?
Dying without a will, formally known as dying “intestate,” can create significant complications for your loved ones, especially if you …
Can a special needs trust help establish accessible emergency contact networks?
For individuals with special needs, ensuring access to a robust emergency contact network is paramount, and a thoughtfully constructed special …
Can a charitable remainder trust hold rental income property?
The question of whether a charitable remainder trust (CRT) can hold rental income property is a common one for individuals …
Can a charitable remainder trust be established by a corporation?
The question of whether a corporation can establish a charitable remainder trust (CRT) is multifaceted and hinges on specific state …
Can a bypass trust support tenant housing for non-beneficiary caregivers?
The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is a nuanced one, deeply rooted …
Can a bypass trust support disability accommodations in the workplace?
The interplay between estate planning tools like bypass trusts, and the practical needs of individuals with disabilities navigating the workplace, …
Can a bypass trust subsidize a sabbatical or study leave for a beneficiary?
The question of whether a bypass trust can fund a sabbatical or study leave for a beneficiary is complex, heavily …
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 receive assets via disclaimer by the surviving spouse?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can receive assets via …