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 …
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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 …
Can a special needs trust offer resources for supported decision-making models?
Absolutely, a special needs trust can be a cornerstone in facilitating and funding supported decision-making models for individuals with disabilities, …
Can a bypass trust terminate automatically upon reaching a certain asset threshold?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can automatically …
Can I allocate a portion of my business succession plan to a CRT?
The question of integrating a Charitable Remainder Trust (CRT) into a business succession plan is a sophisticated one, increasingly relevant …
Can a special needs trust fund subscriptions for accessible reading materials?
Absolutely, a special needs trust (SNT) can, and often should, fund subscriptions for accessible reading materials, provided it aligns with …
What happens to trust administration during a trustee transition?
The transition of trusteeship, while a natural part of estate planning, requires careful navigation to ensure the continued smooth administration …
Do beneficiaries pay taxes on testamentary trust distributions?
Yes, beneficiaries generally do pay taxes on distributions they receive from a testamentary trust, though the specifics can be complex …