Can I allow a third party to veto certain trust distributions?
The question of granting a third party veto power over trust distributions is a complex one, frequently encountered in estate …
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Who will take action on a delayed trust settlement?
The late afternoon sun cast long shadows across Martha’s worried face. She nervously tapped her foot, staring at the unopened …
Can I require charitable beneficiaries to meet annual reporting obligations?
The question of whether you can require charitable beneficiaries to meet annual reporting obligations within a trust is complex, often …
Can a bypass trust be audited annually by a third-party accountant?
The question of auditing a bypass trust annually by a third-party accountant is a common one for estate planning attorneys …
Can a bypass trust allocate travel funds for educational programs abroad?
The question of whether a bypass trust can allocate funds for educational programs abroad is a common one for estate …
Can a bank or charity serve as trustee of the trust?
The question of who can serve as trustee of a trust is a crucial one in estate planning, impacting the …
Are trusts reviewed by the court?
The question of whether trusts are reviewed by the court is a common one for those considering estate planning, and …
Are there privacy risks when using wills versus trusts?
Estate planning is a critical process for ensuring your assets are distributed according to your wishes after you’re gone. Many …
Are there legal limits to how long a trust can last in this state?
The question of how long a trust can last in California, and specifically within the practice of estate planning here …
Are there any tax consequences to making my trust the beneficiary of retirement accounts?
Naming a trust as the beneficiary of retirement accounts like 401(k)s, IRAs, and pensions is a common estate planning strategy, …