Can a CRT operate under community property law in a marital estate plan?
Charitable Remainder Trusts (CRTs) can indeed operate within the framework of community property law in states like California, offering a …
Can a special needs trust fund ergonomic assessments for travel gear?
A special needs trust (SNT) can indeed potentially fund ergonomic assessments for travel gear, but it’s not a simple yes …
Can I require financial literacy training before inheritance?
The question of whether to require financial literacy training before an inheritance is gaining traction as advisors and families recognize …
Can a testamentary trust hold shares of a closely held corporation?
The question of whether a testamentary trust can hold shares of a closely held corporation is a common one for …
Can a Testamentary Trust Help Preserve Farmland?
The preservation of farmland is a growing concern, facing pressures from development, economic shifts, and generational transitions. Many families who …
Can a testamentary trust handle social media accounts?
The question of whether a testamentary trust can handle social media accounts is increasingly relevant in our digitally connected world. …
Can a testamentary trust fund insurance coverage for heirs?
The question of whether a testamentary trust can fund insurance coverage for heirs is a complex one, deeply intertwined with …
Can a testamentary trust distribute shares of a family business?
The question of whether a testamentary trust can distribute shares of a family business is a common one for estate …
Can a testamentary trust continue through multiple generations?
The question of whether a testamentary trust can span multiple generations is a frequent one for estate planning attorney Steve …
Can a testamentary trust be used to provide for a disabled child?
The question of providing long-term care and financial security for a disabled child is a paramount concern for many parents. …