Can a Bypass Trust Support a Legacy Film or Podcast Project?
The question of whether a bypass trust can effectively support a legacy film or podcast project is a nuanced one, …
Can I create an estate-run mentorship program for heirs?
Establishing an estate-run mentorship program for heirs is an increasingly popular and sophisticated approach to estate planning, moving beyond simply …
Can I restrict investment in cryptocurrency or digital assets?
The increasing popularity of cryptocurrencies and digital assets presents unique challenges to estate planning, especially when considering beneficiaries who might …
Can a trust pay for relocation expenses?
Relocating, whether for a fresh start, to be closer to family, or due to changing life circumstances, can be a …
Can I fund a CRT with restricted stock?
Charitable Remainder Trusts (CRTs) offer a compelling strategy for high-net-worth individuals to achieve both philanthropic goals and potential tax benefits, …
Can I create a philanthropic sub-fund within the bypass trust?
The question of establishing a philanthropic sub-fund within a bypass trust, also known as a credit shelter trust or a …
Can I mandate the use of green building practices for trust-owned properties?
As a property owner, even through a trust, you absolutely can dictate sustainable practices for properties held within that trust, …
Can I link financial literacy app use to early access of trust funds?
The question of linking financial literacy app use to early access of trust funds is gaining traction as estate planning …
What is a generation-skipping testamentary trust?
A generation-skipping testamentary trust (GSTT) is a powerful estate planning tool created within a will that allows assets to pass …
Can a trust be used to support legacy planning and ethical wills?
Absolutely, a trust is an exceptionally powerful tool to not only manage and distribute assets, but also to actively support …