Can the CRT prevent certain charities from being future beneficiaries?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …
Can the trust prioritize income generation over asset growth?
Absolutely, a trust can be specifically designed to prioritize income generation over aggressive asset growth, and often this is a …
Can I create an estate-run mentorship program for heirs?
The idea of weaving mentorship into the fabric of an estate plan is increasingly popular, moving beyond simply distributing assets …
Can I restrict investment in cryptocurrency or digital assets?
The increasing popularity of cryptocurrencies and digital assets presents unique challenges for estate planning, particularly when considering potential restrictions on …
Can the trust adopt a long-term horizon approach to investing?
Absolutely, a trust can, and often should, adopt a long-term horizon approach to investing, particularly when established for beneficiaries who …
Can I fund a Charitable Remainder Trust with restricted stock?
Yes, you can generally fund a Charitable Remainder Trust (CRT) with restricted stock, but it’s a bit more complex than …
Can my trust receive money from a life insurance payout?
Yes, a trust can absolutely receive funds from a life insurance payout, and it’s a commonly used estate planning strategy, …
Can a special needs trust distribute funds on a monthly schedule?
Yes, a special needs trust can absolutely distribute funds on a monthly schedule, and in many cases, that is the …
Are there penalties for not following the trust terms?
Yes, there can be significant penalties for not adhering to the terms outlined in a trust document, ranging from financial …
Can a trust guarantee down payments for home purchases?
The question of whether a trust can guarantee down payments for home purchases is complex, and the answer isn’t a …