Can a charitable remainder trust be used to delay income until retirement?
A charitable remainder trust (CRT) is indeed a sophisticated estate planning tool that can be strategically employed to delay income …
How can I ensure smooth transition of trust assets after my death?
Navigating the complexities of estate planning can feel daunting, but proactive measures taken now can significantly ease the burden on …
What should I tell my family about my trust?
Deciding when and how to discuss a trust with your family can be a sensitive matter, often fraught with emotions …
Can the trust pay for insurance premiums on my behalf?
Yes, a properly structured trust absolutely can pay for insurance premiums on your behalf, but it’s not always a simple …
Can I designate a protector or trust advisor for oversight?
The question of appointing a protector or trust advisor is a crucial one when establishing a trust, offering an extra …
Can a bypass trust distribute education-related technology expenses?
The question of whether a bypass trust can distribute education-related technology expenses is a common one for estate planning attorneys …
Can the trust adjust disbursements based on income reported by the IRS?
The ability of a trust to adjust disbursements based on income reported by the IRS is a nuanced topic, heavily …
Can I require that a portion of all distributions go to a family charitable trust?
Yes, it is indeed possible to require that a portion of all distributions from a trust go to a family …
Can a CRT receive proceeds from a qualified opportunity zone investment?
Charitable Remainder Trusts (CRTs) present a unique intersection with Qualified Opportunity Zone (QOZ) investments, requiring careful consideration of tax implications …
How do I know I’m making a smart estate planning choice?
The phone slipped from Maria’s hand, clattering against the hardwood floor. Tears welled in her eyes as she stared at …