Can I combine a testamentary trust with a living trust plan?
Absolutely, combining a testamentary trust with a living trust is not only possible but often a strategically sound approach to …
Can I appoint an AI monitor to flag unusual transaction patterns?
The question of utilizing artificial intelligence to monitor financial transactions within a trust or estate plan is becoming increasingly relevant, …
Can the bypass trust hold bank accounts in multiple states?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can a special needs trust pay for educational apps?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a crucial component of that …
Can a CRT be funded by multiple people with proportional payouts?
Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people, with payouts structured proportionally based on each …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding geographic limitations on charitable support is a …
Can the CRT be designed to generate grant reports after disbursement?
Community Reinvestment Trusts (CRTs), while primarily focused on facilitating charitable giving and impact investing, *can* be designed to generate grant …
What makes a trust legally enforceable?
A trust, at its core, is a legally binding arrangement where one party, the grantor, transfers assets to a trustee, …
Can a special needs trust include eco-friendly product clauses?
Absolutely, a special needs trust can, and increasingly should, incorporate clauses addressing the purchase of eco-friendly products, aligning with the …
Can estate planning help me avoid probate?
Probate is the legal process of administering an estate after someone passes away, and it can be a lengthy, costly, …