Can a bypass trust own intellectual property or patent royalties?
The question of whether a bypass trust can own intellectual property (IP) or receive patent royalties is a complex one, …
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Can a special needs trust cover digital security consultations?
Navigating the complexities of providing for a loved one with special needs requires careful planning, and that planning now extends …
Can I require professional management of certain estate assets?
Yes, you absolutely can, and often it’s a very prudent decision, especially when dealing with complex assets or if you …
Can the trust require that heirs engage in mentorship programs before disbursement?
Absolutely, a trust can absolutely require heirs to engage in mentorship programs, or fulfill other specific conditions, before receiving their …
Can a special needs trust help fund wearable emergency alert jewelry?
The question of whether a special needs trust (SNT) can fund wearable emergency alert jewelry is a common one for …
Can a bypass trust be designed to promote gender parity among heirs?
A bypass trust, also known as a “B” trust or a credit shelter trust, is a powerful estate planning tool …
Can the trust provide housing assistance for a beneficiary with special needs?
Providing housing assistance for a beneficiary with special needs through a trust is a common and incredibly important consideration in …
Can a special needs trust help with credit monitoring services?
Navigating the financial landscape for a loved one with special needs presents unique challenges, and proactively safeguarding their financial future …
Can I create a charitable lead testamentary trust?
A charitable lead testamentary trust is a powerful estate planning tool that allows you to support your favorite charities while …
Can I establish a bypass trust to benefit my disabled sibling?
Establishing a bypass trust, also known as a special needs trust, is a powerful tool for providing for a disabled …