Can the trust distribute income as a percentage of the value of assets?
Yes, a trust absolutely can be structured to distribute income as a percentage of the value of its assets, offering …
Can I set dynamic access to trust funds based on national inflation rates?
The idea of linking trust fund distributions to national inflation rates is gaining traction as beneficiaries seek to maintain their …
Can the trust include co-investment agreements with other family trusts?
Absolutely, a trust can absolutely include co-investment agreements with other family trusts, and this is becoming an increasingly popular strategy …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into a trust or estate plan is increasingly relevant, particularly given the fluctuating economic …
Can the trust be structured to shift beneficiaries after certain events?
Absolutely, a trust can be meticulously structured to dynamically shift beneficiaries in response to pre-defined events, offering a level of …
Can the bypass trust purchase health insurance for beneficiaries?
The question of whether a bypass trust can purchase health insurance for beneficiaries is complex and requires a nuanced understanding …
Can I plan to reduce probate costs?
Probate, the legal process of validating a will and distributing assets, can often be a significant expense for estates, eroding …
Can a trust file lawsuits?
Yes, a trust can indeed file lawsuits, though the process isn’t as straightforward as an individual doing so. The ability …
Can I cap how much a trustee can earn from third-party referrals?
Navigating the complexities of trust administration often brings up questions about potential conflicts of interest, and the compensation a trustee …
How do I take immediate corrective action for an estate planning mistake near by?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart hammered a frantic tattoo against my …