Can I require end-of-life planning documentation from heirs?
The question of requiring end-of-life planning documentation from heirs is complex, navigating legal boundaries and personal sensitivities; while you cannot …
Can a bypass trust support loan guarantees for first-time homebuyers?
The question of whether a bypass trust can support loan guarantees for first-time homebuyers is complex, hinging on the specifics …
Can I establish a bypass trust that only benefits my children from a previous relationship?
Yes, you can absolutely establish a bypass trust specifically designed to benefit children from a previous relationship, even within a …
Can I make a trust self-executing upon death?
The concept of a trust becoming “self-executing” upon death isn’t precisely accurate, but the goal—a smooth, automatic transfer of assets—is …
Can a special needs trust be revocable?
The question of whether a special needs trust can be revocable is a common one for families seeking to protect …
Can I require end-of-life planning documentation from heirs?
The question of whether you can *require* end-of-life planning documentation from heirs is complex, leaning towards a ‘not directly’ answer, …
Can I require that real estate be used for housing rather than resale?
The question of dictating the ultimate use of inherited real estate—specifically, requiring it to be used for housing rather than …
Can I establish a bypass trust that only benefits my children from a previous relationship?
Establishing a bypass trust, also known as a “QTIP” trust (Qualified Terminable Interest Property Trust), is a sophisticated estate planning …
Can I prohibit investment in certain industries through trust terms?
Absolutely, you can indeed prohibit investment in certain industries through trust terms, allowing you to align your wealth with your …
What are the must-haves in a reliable trust attorney?
The phone rang, shattering the quiet of my afternoon. It was Sarah, her voice trembling with panic. Her elderly mother …