How Long Does It Take To Settle An Estate? A Probate Lawyer Tells All!
Settling an estate involves managing a deceased person’s legal and financial affairs, including distributing assets to beneficiaries. However, the duration …
Can a bypass trust own stocks and bonds?
The short answer is yes, a bypass trust – more formally known as a credit shelter trust or a family …
Can a special needs trust fund educational supplies for remote learning?
The question of whether a special needs trust (SNT) can fund educational supplies for remote learning is a common one, …
Can I set up a trust for a friend?
While the impulse to help a friend through estate planning is admirable, directly setting up a trust *for* them is …
Can a trust allocate emergency funds?
Trusts are powerful estate planning tools, but often people don’t consider how they function during unexpected life events; allocating funds …
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of utilizing a Charitable Remainder Trust (CRT) to satisfy Required Minimum Distributions (RMDs) from retirement accounts is a …
Can estate planning help prevent family disputes?
The potential for family conflict after the passing of a loved one is unfortunately very common, often exacerbated by grief, …
Can the trust hold hedge funds or alternative investments?
Yes, a trust can absolutely hold hedge funds or alternative investments, though it requires careful planning and consideration. While seemingly …
Can I require that the trust fund health tracking devices for dependents?
The question of incorporating requirements for health tracking devices within a trust fund established for dependents is increasingly relevant in …
Can I require that trust-funded tech be set up with privacy settings enabled?
The increasing integration of technology into estate planning, particularly through trust-funded accounts and digital assets, presents a unique challenge: ensuring …
Can a bank act as a trustee for a testamentary trust?
Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a surprisingly common practice, though …