A Probate Attorney Explains: How Long Can An Executor Take To Settle An Estate?
When appointed as an executor, individuals are tasked with administering and settling the estate of a deceased person. Executors play …
Can a CRT Receive Qualified Small Business Stock?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for charitable giving while retaining an income stream for the donor. A …
Is a trust a substitute for a complete estate plan?
While often considered a cornerstone of sophisticated estate planning, a trust is not a standalone replacement for a comprehensive estate …
Can I integrate my estate plan with my business exit strategy?
Successfully merging your estate plan with your business exit strategy is not just advisable, it’s often crucial for a smooth …
Can I require language access services as part of the CRT’s remainder use?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a trust be used to transition the beneficiary to semi-independent living?
Absolutely, a trust can be a remarkably effective tool to facilitate a beneficiary’s move toward semi-independent living, particularly when that …
Can a bypass trust be created after death through probate?
The short answer is no, a bypass trust, also known as a credit shelter trust or an A-B trust, cannot …
Can a trust allocate emergency funds?
Yes, a trust can absolutely allocate emergency funds, but the method and feasibility depend heavily on how the trust is …
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of utilizing a Charitable Remainder Trust (CRT) to satisfy Required Minimum Distributions (RMDs) from retirement accounts is a …
Can estate planning help prevent family disputes?
The unfortunate reality is that inheritance often brings out the worst in people, even within families who otherwise get along. …
Can I place funds in a trust that only become available during a recession?
The idea of structuring a trust to distribute funds specifically during economic downturns is intriguing and, yes, absolutely possible with …