Can I use a bypass trust to preserve mineral rights?
The question of preserving mineral rights within estate planning is increasingly common, particularly in regions rich in natural resources like …
Can I use a bypass trust in combination with an irrevocable life insurance trust?
The interplay between bypass trusts, also known as credit shelter trusts, and irrevocable life insurance trusts (ILITs) is a common …
Can I transfer stock or bonds to my trust?
The question of whether you can transfer stock or bonds to your trust is a common one for individuals engaged …
Can I tie usage of estate properties to community enrichment efforts?
The question of leveraging estate properties for community enrichment is gaining traction as more individuals seek to leave a lasting …
Can I tie trust benefits to career milestones?
The question of whether you can tie trust benefits to career milestones is a fascinating one, and increasingly relevant in …
Can I tie income disbursements to health benchmarks of the recipient?
The question of whether you can tie income disbursements to the health benchmarks of a trust beneficiary is a complex …
Can I tie distributions to sobriety or drug testing?
The question of whether a trust can tie distributions to conditions like sobriety or passing drug tests is complex, rooted …
Can I structure the trust to evolve into a multigenerational pooled asset fund?
The question of structuring a trust to evolve into a multigenerational pooled asset fund is increasingly common, particularly among high-net-worth …
Can I structure distributions using inflation-adjusted formulas?
The question of whether you can structure trust distributions using inflation-adjusted formulas is increasingly relevant in today’s economic climate. Traditional …
Can I stipulate that trust assets be used for first-home purchases only?
The question of whether you can specifically dictate that trust assets be used *only* for first-home purchases is a common …