Can I make changes to a revocable trust at any time?
Yes, you absolutely can make changes to a revocable trust at any time, as long as you are mentally competent …
Can a bypass trust hold income-generating rental properties?
Yes, a bypass trust, also known as a credit shelter trust or a B trust, can absolutely hold income-generating rental …
Can I require carbon footprint reduction goals for real estate use?
The increasing awareness of climate change is driving a demand for sustainable practices across all sectors, including real estate. While …
Can the trust support access to substance recovery programs?
The question of whether a trust can support access to substance recovery programs is increasingly relevant in estate planning, as …
Can I tie trust distributions to generational carbon footprint goals?
The concept of incorporating environmental or social goals into trust distributions is a relatively new, yet increasingly popular, area of …
Can a trust help protect against elder financial abuse?
Elder financial abuse is a pervasive and heartbreaking issue, with estimates suggesting that one in ten older Americans experience some …
Can I tie benefits to military or public service participation?
The question of incorporating benefits tied to military or public service participation within estate planning is increasingly common, reflecting a …
Can I establish a private fund for heirs’ future charitable interests?
Yes, establishing a private fund for heirs’ future charitable interests is absolutely possible, and increasingly popular as families seek to …
Can a CRT be tied to the donor’s ESG investing preferences?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I limit the ability to sell inherited real estate?
The question of controlling the disposition of inherited real estate is a common one for estate planning, particularly for those …