Can I use a CRT to transfer wealth to a blended family while supporting charity?
The question of how to effectively transfer wealth within a blended family, while also incorporating charitable giving, is a common …
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Can I Use a CRT to Provide for a Disabled Sibling?
Planning for the future care of a disabled sibling is a deeply compassionate and often complex undertaking. Many individuals wish …
Can I use a CRT to endow continuing education for nonprofit leaders?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often utilized for philanthropic gifting, but their application to specifically endow …
Can I use a charitable remainder trust to provide for my children?
The question of whether a charitable remainder trust (CRT) can be used to provide for children is a complex one, …
Can I use a bypass trust to fund renewable energy projects for family properties?
The question of utilizing a bypass trust – also known as a Generation-Skipping Trust – to fund renewable energy projects …
Can I transfer vehicles into an irrevocable trust?
The question of transferring vehicles into an irrevocable trust is a common one for estate planning clients, particularly those in …
Can I transfer intellectual property into a trust?
The question of whether you can transfer intellectual property (IP) into a trust is a common one for entrepreneurs, inventors, …
Can I tie CRT distributions to a fixed timeline like every five years?
Credit Shelter Trusts, or CRT’s, are powerful estate planning tools designed to utilize the federal estate tax exemption while providing …
Can I tie access to funds to marital counseling before a second marriage?
The question of whether you can tie access to funds to marital counseling before a second marriage is complex, delving …
Can I support beneficiaries with disabilities beyond basic needs?
Planning for beneficiaries with disabilities requires a nuanced approach that extends far beyond simply covering their fundamental necessities. While ensuring …