How do I transfer an LLC interest into a trust?
Transferring an LLC interest into a trust is a crucial step in comprehensive estate planning, allowing for seamless management and …
Where should I store my trust?
The question of where to physically store your trust documents is surprisingly common, and often overlooked in the excitement of …
Can a bypass trust be used to offset housing instability in family members?
The question of whether a bypass trust can alleviate housing instability within a family is complex, requiring careful consideration of …
How is conflict of interest handled in testamentary trust administration?
Testamentary trust administration, while designed to fulfill a loved one’s wishes, can unfortunately present situations where conflicts of interest arise, …
Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can include terms allowing the skipping of distributions during times of crisis is a …
Can beneficiaries be changed in an irrevocable trust?
Irrevocable trusts are often perceived as rigid, unchangeable documents, and while that’s largely true, the situation regarding beneficiaries isn’t always …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational wealth transfer, and specifically establishing inheritance rollover structures, is a cornerstone of comprehensive estate planning, and …
Can I make education a requirement for inheritance?
The question of whether you can require a beneficiary to obtain an education as a condition of receiving an inheritance …
Can I appoint different people for estate and health decisions?
Absolutely, it’s not only permissible but often advisable to designate different individuals for making estate and health decisions, ensuring each …
What’s the escalation path for a disputed inheritance?
The air in the cramped courtroom crackled with tension. Eleanor clutched her worn purse, knuckles white. Her late aunt Beatrice …