Can a bypass trust provide income to my spouse during their lifetime?
The question of whether a bypass trust—also known as a credit shelter trust or a B trust—can provide income to …
What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from creditors, and most importantly, from …
Can I allow the trustee to allocate earnings to a pooled family education fund?
Establishing a trust allows for sophisticated wealth management strategies, and a common question arises regarding the flexibility to direct trust …
Can I fund estate-based internships for youth in the family?
Establishing estate-based internships for younger family members is an increasingly popular way to impart financial literacy, responsibility, and a deeper …
Can I instruct the charity to spend funds within a specific timeframe?
The question of dictating a spending timeframe for charitable donations within a trust or estate plan is a common one, …
Can a bypass trust pay for green vehicle subsidies for family members?
The question of whether a bypass trust can fund green vehicle subsidies for family members is complex, hinging on the …
What are spendthrift provisions in a trust?
Spendthrift provisions within a trust are legal clauses designed to protect a beneficiary’s interest from their own potential financial mismanagement, …
Can I allow the trustee to allocate earnings to a pooled family education fund?
The question of whether a trustee can allocate earnings to a pooled family education fund is a common one for …
Can I fund estate-based internships for youth in the family?
The question of funding estate-based internships for young family members is a nuanced one, touching upon the complexities of estate …
Can I instruct the charity to spend funds within a specific timeframe?
The question of directing a charity to expend funds within a defined timeframe is a common one for those creating …