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What is the difference between a living trust and a testamentary trust?

June 3, 2025 by admin

The core distinction between a living trust and a testamentary trust lies in when and how they are created and …

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Can a bypass trust provide lifetime income to the spouse and then go to charity?

June 3, 2025 by admin

Yes, a bypass trust – also known as a marital trust or a “B” trust – can be structured to …

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Can a trust pay for estate planning for the beneficiary?

June 3, 2025 by admin

This is a frequently asked question for those establishing or maintaining trusts, and the answer is nuanced, depending on the …

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Can I assign estate performance bonuses to family advisors?

June 3, 2025 by admin

The question of incentivizing family advisors with performance bonuses within estate planning is complex, blending ethical considerations, legal structures, and …

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Can I restrict trust payments during periods of political instability?

June 3, 2025 by admin

The question of whether one can restrict trust payments during periods of political instability is complex, heavily reliant on careful …

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Can I exclude someone from the trust?

May 10, 2025 by admin

The question of whether you can exclude someone from your trust is a remarkably common one for individuals engaging in …

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Can I exclude certain heirs from bypass trust benefits?

May 10, 2025 by admin

The question of excluding specific heirs from the benefits of a bypass trust, also known as a Credit Shelter Trust …

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Can I establish protocols for resolving family disagreements?

May 9, 2025 by admin

The question of whether you can establish protocols for resolving family disagreements is not simply a legal one, but a …

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Can I establish income tiers for different classes of beneficiaries?

May 9, 2025 by admin

The question of establishing income tiers for different classes of beneficiaries within a trust is a common one for Ted …

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Can I establish a rolling trust with automatic renewal conditions?

May 9, 2025 by admin

The concept of a “rolling trust” with automatic renewal, while not a standard legal term, resonates with the idea of …

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