Can I use a testamentary trust to ensure fair treatment of all heirs?
The question of fair treatment among heirs is a primary concern for many individuals planning their estate. While a will …
Can I use a testamentary trust for real estate planning?
Estate planning, at its core, is about ensuring your assets are distributed according to your wishes after you’re gone. Real …
Can I use a revocable trust in conjunction with an LLC?
The interplay between a revocable trust and a Limited Liability Company (LLC) is a common and often advantageous estate planning …
Can I use a living trust to qualify for VA benefits?
The question of whether a living trust impacts VA benefits eligibility is a common one for veterans, and the answer …
Can I use a formula clause to fund the bypass trust based on tax thresholds?
Estate planning, while seemingly straightforward, often involves navigating complex tax laws and anticipating future changes. A critical component of many …
Can I use a CRT to sell farmland while retaining family access to hunt or camp?
Selling farmland can be a complex decision, particularly when intertwined with a deep family history and a desire to maintain …
Can I use a CRT to maintain philanthropic control in a corporate exit?
The question of maintaining philanthropic control during a corporate exit is a common concern for business owners who wish to …
Can I use a charitable remainder trust to support a university or hospital?
The question of utilizing a charitable remainder trust (CRT) to benefit institutions like universities or hospitals is a common one …
Can I use a bypass trust to fund the development of a beneficiary’s nonprofit?
The question of utilizing funds from a bypass trust—also known as an A/B trust—to support a beneficiary’s nonprofit organization is …
Can I transfer the home into a bypass trust during my lifetime?
The question of transferring a home into a bypass trust, also known as an AB trust or credit shelter trust, …