Can I use a testamentary trust for pet care and maintenance?
The question of providing for our beloved animal companions after we’re gone is becoming increasingly common, and thankfully, the legal …
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Can I limit trust asset exposure to emerging tech ventures?
Navigating the world of trust administration requires careful consideration of investment strategies, especially when it comes to rapidly evolving sectors …
Can I appoint a cultural preservation officer to a trust committee?
The question of appointing a cultural preservation officer to a trust committee is increasingly relevant as families recognize the importance …
Can a bypass trust provide funds for digital detox retreats for beneficiaries?
The question of whether a bypass trust can fund seemingly unconventional expenses like digital detox retreats for beneficiaries is increasingly …
Can a bypass trust protect inherited assets in the event of divorce?
The question of asset protection during divorce is a significant concern for many, especially when dealing with inherited wealth. A …
Can a bypass trust pay for private religious schooling?
The question of whether a bypass trust can fund private religious schooling is a surprisingly complex one, steeped in the …
Can a bypass trust own stocks and bonds?
The question of whether a bypass trust, also known as a credit shelter trust or a B trust, can own …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust, also known as a credit shelter trust or a B Trust, can operate …
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust – also known as a credit shelter trust or a family bypass trust …
Can a bypass trust include policies on AI or algorithmic investment decisions?
The question of whether a bypass trust – a specialized type of trust often used in estate planning to manage …