Can I include trust terms that allow skipping distributions during crises?
The question of whether a trust can include terms allowing distributions to be skipped during times of financial crisis or …
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Can beneficiaries be changed in an irrevocable trust?
Generally, the short answer is no, beneficiaries cannot be changed in an irrevocable trust, as the very nature of “irrevocable” …
Can I allow for multigenerational inheritance rollover structures?
The concept of multigenerational inheritance, and specifically structuring assets for rollover to successive generations, is a cornerstone of comprehensive estate …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust – also known as a credit shelter trust – can make joint disbursements …
Can a charitable remainder trust be funded with cryptocurrency?
The question of whether a charitable remainder trust (CRT) can be funded with cryptocurrency is increasingly relevant as digital assets …
Can I include clauses that direct support to heirs with medical conditions?
Absolutely, you can and often should include clauses in your estate plan that specifically address the needs of heirs with …
Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or a family bypass trust, is a powerful estate planning …
Can a special needs trust offer accessibility reporting software for trustees?
The question of whether a special needs trust can fund accessibility reporting software for trustees is multifaceted, touching on the …
Can I prohibit the resale of inherited assets within a specific time window?
The question of restricting the resale of inherited assets is a common one for Ted Cook’s clients here in San …
What’s the most effective solution for problems with an estate planning attorney near by?
Rain lashed against the windows, mirroring the turmoil inside Sarah. She clutched a crumpled letter from her estranged uncle’s lawyer, …