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 …
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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, …
Can I Transfer Airline Miles or Credit Card Points into a Trust?
The question of whether you can transfer airline miles or credit card points into a trust is surprisingly complex, and …
Can I tie trust access to local residency compliance?
The question of whether you can tie trust access to local residency compliance is complex, touching upon the core principles …
Can I tie distributions to volunteer work or service?
The question of whether you can tie distributions from a trust to volunteer work or service is a fascinating one, …
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What About Generation-Skipping Trusts And Transfer Tax Advantages?. However, a surviving spouse cannot change a joint will after the death …
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Outright ownership in an estate plan allows all the family’s assets to transfer directly to the surviving spouse. Other than …