Can I fund a CRT through installment contributions?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period, and …
Can I fund a bypass trust with life insurance proceeds?
The question of whether life insurance proceeds can fund a bypass trust, also known as an irrevocable life insurance trust …
Can I Freeze Accounts if Beneficiaries Become Incapacitated?
The question of whether you can freeze accounts held for the benefit of incapacitated beneficiaries is a complex one, deeply …
Can I exclude individuals from receiving benefits if they contest the trust?
The question of whether you can exclude individuals from receiving benefits if they contest a trust is a common one …
Can I exclude a specific line of descendants from receiving benefits?
The question of whether you can exclude a specific line of descendants from benefiting from your estate plan is a …
Can I establish rotating disbursement privileges among co-beneficiaries?
The question of establishing rotating disbursement privileges among co-beneficiaries within a trust is a surprisingly common one for estate planning …
Can I establish inheritance tiers based on civic metrics?
The concept of structuring inheritance based on civic engagement—rewarding beneficiaries who demonstrate positive contributions to society—is increasingly discussed, yet fraught …
Can I direct that the trust prioritize supporting family reunions or traditions?
The question of incorporating values like family reunions and traditions into a trust is a common one, particularly for those …
Can I direct how trust assets are managed after my spouse’s death?
The question of controlling trust assets post-spouse’s death is central to many estate plans Ted Cook, a Trust Attorney in …
Can I direct estate funds toward funding family-wide insurance?
The question of directing estate funds toward ongoing family expenses, specifically insurance, is a common one for Ted Cook, a …