What are the immediate next steps if a will is contested near me
The rain hammered against the window of the courtroom, mirroring the tempest brewing inside old Mr. Abernathy’s family. His passing …
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What’s the immediate action plan for fixing a trust failure
The rain lashed against the windows of the small office, mirroring the storm brewing within Elias Thorne. He’d received the …
Can a bypass trust restrict distributions to beneficiaries with debt issues?
The question of whether a bypass trust – also known as a credit shelter trust – can restrict distributions to …
Can the CRT enforce charitable transparency requirements post-termination?
The question of whether a Charitable Remainder Trust (CRT) can enforce charitable transparency requirements after its termination is complex, hinging …
Can the CRT enforce charitable transparency requirements post-termination?
The California Attorney General’s Registry of Charitable Trusts (CRT) holds a unique and lasting power, extending even beyond the formal …
Can I use a CRT as a transition tool for social impact enterprises?
Community Reinvestment Trusts (CRTs) are gaining traction as innovative financial tools, and their potential application to social impact enterprises—businesses intentionally …
What happens if my trust is found to be invalid?
A trust, a cornerstone of estate planning, is a legal arrangement where one party (the grantor) transfers assets to another …
Can I name a corporate trustee?
Yes, you absolutely can name a corporate trustee, and in many situations, it’s a very prudent and beneficial decision when …
Can I freeze distributions during internal family investigations?
Navigating family dynamics, especially concerning finances and inheritance, can be incredibly complex, and the question of temporarily halting distributions during …
Can I limit access to principal until multiple trustees agree on a request?
Yes, you absolutely can limit access to principal within a trust until multiple trustees agree on a request, and this …