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Can a bypass trust be contested by other heirs?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to maximize the use of federal estate …
Can I allow heirs to pool distributions for group investments?
The question of whether heirs can pool distributions from a trust for group investments is a complex one, heavily reliant …
Can a CRT be terminated early by agreement of all parties?
Community Property Trusts, or CRT’s, offer a powerful tool for estate planning in California, allowing couples to maintain control over …
Can testamentary trusts support vocational training programs?
Testamentary trusts, established through a will and taking effect after death, offer a flexible and powerful tool for long-term financial …
Can the trust hold ownership of a family vacation home?
Absolutely, a trust can indeed hold ownership of a family vacation home, and it’s a surprisingly common and effective estate …
Can I set asset thresholds for triggering principal distributions?
Yes, absolutely, strategically structuring principal distributions based on asset thresholds is a sophisticated estate planning technique often employed to ensure …