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 …
What do experts recommend doing about outdated estate plans near me?
The dusty box sat in the attic, untouched for years. Inside lay a stack of legal documents – a will …
How do I legally assign guardianship for my minor children?
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. The doctor’s words echoed in her mind: “aggressive…” …
How do I take immediate corrective action for a trust-related issue?
The phone slipped from Maria’s trembling hand, clattering onto the hardwood floor. Her eyes darted across the document again, each …
How do I get immediate help for an estate matter near me?
The phone slipped from my trembling hand, clattering onto the hardwood floor. My Aunt Millie’s voice echoed in my ears: …
Who can help me avoid probate near by
The air hung heavy with worry as Sarah stared at the stack of legal documents on her kitchen table. Her …