Can I include a letter of intent with my testamentary trust?
A letter of intent, while not legally binding, can be a remarkably useful document to accompany a testamentary trust, providing …
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Can a bypass trust create a microloan program for family business ventures?
The question of whether a bypass trust can be structured to facilitate a microloan program for family business ventures is …
Can I offer financial match programs for philanthropic initiatives?
Philanthropic initiatives are a cornerstone of community building, and increasingly, individuals and organizations are exploring innovative ways to maximize their …
Can I establish a bypass trust using proceeds from a structured settlement?
The question of utilizing proceeds from a structured settlement to fund a bypass trust, also known as a credit shelter …
Can a testamentary trust integrate distributed ledger verification?
The question of integrating distributed ledger technology (DLT), often associated with blockchains, into testamentary trusts—trusts created through a will—is gaining …
What’s a charitable lead trust?
A charitable lead trust (CLT) is an irrevocable trust designed to benefit a charity first, with the remaining assets eventually …
Can a testamentary trust be used to hold intellectual capital like patents?
Yes, a testamentary trust can absolutely be used to hold intellectual capital like patents, copyrights, trademarks, and other forms of …
Can a trust demand genetic testing to confirm biological relationships?
The question of whether a trust can demand genetic testing to confirm biological relationships is increasingly relevant in modern estate …
Can I divide my estate by need rather than equally?
The question of whether you can divide your estate based on the needs of your beneficiaries, rather than equally, is …
Can the income payments from the CRT be deferred?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …