Can a bypass trust be used to shield wealth from divorce claims?
The question of whether a bypass trust can shield wealth from divorce claims is complex and highly dependent on state …
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What are the steps to transferring a family vehicle into a trust after death?
Transferring a family vehicle into a trust after the death of an owner requires careful attention to legal and procedural …
Can a special needs trust include data subscriptions for GPS-based apps?
The question of whether a special needs trust can cover data subscriptions for GPS-based apps is a surprisingly common one, …
How does a living trust impact Medicaid planning?
A living trust, while a valuable tool for estate planning, introduces complexities when considering Medicaid eligibility, particularly for long-term care …
Can I direct trust funding to family investment clubs?
The question of whether you can direct trust funding to family investment clubs is complex, and the answer isn’t a …
Can I allocate a reserve within the trust for emerging financial technologies?
The question of whether you can allocate a reserve within a trust for emerging financial technologies, like cryptocurrency or blockchain-based …
Can I add privacy provisions restricting public knowledge of my estate?
Estate planning is often viewed through a financial lens, focusing on asset distribution and minimizing taxes, but a crucial, often …
Can I add co-beneficiaries to a special needs trust over time?
Establishing a special needs trust (SNT) is a powerful tool for safeguarding the future of a loved one with disabilities, …
Can I add arbitration clauses to resolve future disputes among CRT stakeholders?
The question of incorporating arbitration clauses within a Revocable Living Trust (CRT) to address potential future disputes amongst beneficiaries is …
Can I add a clause allowing financial penalties for misuse of distributions?
The question of incorporating financial penalties for the misuse of trust distributions is a common one for clients of estate …