Can a CRT invest in low-income housing tax credits?
Charitable Remainder Trusts (CRTs) are increasingly utilized as vehicles for sophisticated estate planning, but their investment options are often scrutinized …
Can I provide for care of community service animals used by family members?
The question of providing for the care of community service animals within estate planning is increasingly relevant as the bond …
Can the bypass trust convert to a unitrust format later?
Yes, a bypass trust, also known as a credit shelter trust or an exemption trust, can often be converted to …
Do I need to list specific assets in the will to fund the trust?
The question of whether you need to list specific assets in your will to fund a trust is a common …
Can a testamentary trust be changed after death?
A testamentary trust, created within a will, presents a unique set of rules regarding modification after the grantor’s passing; generally, …
Can I allow a philanthropic adviser to recommend charitable distributions?
The question of whether you can allow a philanthropic advisor to recommend charitable distributions, particularly within the context of a …
Can I allocate funds to preserve cultural or family traditions?
The question of preserving cultural and family traditions through estate planning is gaining traction as individuals increasingly recognize the importance …
Can I allocate estate funds for survivors of domestic violence in the family?
Estate planning is often viewed as a straightforward process of distributing assets to family members, but it can, and increasingly …
Can I allocate assets for restoration or preservation of cultural artifacts?
The question of allocating assets for the restoration or preservation of cultural artifacts within estate planning is increasingly common as …
Can I add successor charitable beneficiaries if my selected charity dissolves?
Estate planning, particularly when involving charitable giving, requires foresight and a consideration of potential future events. Many individuals wish to …