Are QTIP Trusts Compatible with Portability of the Estate Tax Exemption?
Qualified Terminable Interest Property (QTIP) trusts and the portability of the estate tax exemption are both tools designed to maximize …
Can a CRT integrate with fintech tools for monitoring performance?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, but their performance monitoring traditionally lagged behind modern financial technology. While …
Can I assign trustees with limited investment powers?
Absolutely, you can assign trustees with limited investment powers, and it’s a frequently utilized strategy in estate planning to balance …
Can a special needs trust fund home modifications?
Navigating the financial landscape for a loved one with special needs often involves complex considerations, and a frequently asked question …
Can I change the charitable remainder recipient if needed?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool, offering potential tax benefits while supporting a cause …
Can I structure the trust to make impact-based distributions only?
Yes, you absolutely can structure a trust to make impact-based distributions, aligning your wealth with your values and creating a …
Can I require publishing a family history project?
The question of whether you can *require* publishing a family history project, particularly within the context of estate planning and …
Can the bypass trust be designed to support conservation efforts?
The bypass trust, a powerful tool within estate planning, isn’t just about tax efficiency; it can be creatively structured to …
Can I use the trust to promote environmental or ethical values?
Yes, you absolutely can structure a trust to promote environmental or ethical values, and it’s becoming increasingly popular as individuals …
Can I require a trustee to invest in bonds over stocks?
As a beneficiary or grantor of a trust, the question of directing a trustee’s investment strategy often arises, particularly when …